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Nuxeo Document Management -

Version 5.3
The Reference guide
5.3

Copyright © 2000-2010, Nuxeo SA.

Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free
Documentation License, Version 1.2; with Invariant Section “Commercial Support”, no Front-Cover Texts, and
no Back-Cover Texts. A copy of the license is available at the URL: http://www.gnu.org/copyleft/fdl.html
Table of Contents
I. Introduction .................................................................................................................................. 1
1. Preface ................................................................................................................................. 2
1.1. What this Book Covers ............................................................................................... 2
1.2. What this book doesn't cover ....................................................................................... 2
1.3. Target Audience ......................................................................................................... 2
1.4. About Nuxeo ............................................................................................................. 3
1.5. About Open Source .................................................................................................... 3
2. Introduction .......................................................................................................................... 4
2.1. Enterprise Content Management .................................................................................. 4
2.1.1. Why ECM? ..................................................................................................... 4
2.2. The Nuxeo ECM platform .......................................................................................... 4
2.3. Introduction FAQ ....................................................................................................... 4
2.3.1. What are Nuxeo EP 5, Nuxeo EP and Nuxeo RCP? ........................................... 4
2.4. Intended audience ...................................................................................................... 4
2.5. What this book covers ................................................................................................ 4
3. Getting Started ...................................................................................................................... 6
3.1. Overview ................................................................................................................... 6
3.2. Prerequisites .............................................................................................................. 6
3.3. Eclipse Plugins v Command Line ................................................................................ 7
3.4. Learning from the project sample ................................................................................ 7
3.5. Setting up the sample project ...................................................................................... 7
3.5.1. Some handy environment settings ..................................................................... 7
3.5.2. Checking the sample project out of mercurial .................................................... 8
3.5.3. Initialize the Eclipse workspace ........................................................................ 8
3.5.4. Setting up your project for importing into Eclipse .............................................. 8
3.5.5. Importing the sample project into Eclipse .......................................................... 9
3.5.6. Running JUnit tests on the sample code ............................................................ 9
3.5.7. Building the jar file from the sample project ...................................................... 9
3.5.8. Deploying the jar file to the Nuxeo server ......................................................... 9
3.5.9. Starting the nuxeo server .................................................................................. 9
3.5.10. Viewing your changes via the UI .................................................................. 10
3.5.11. Using Ant ................................................................................................... 11
3.6. Understanding the sample code ................................................................................. 12
3.6.1. Two types of changes .................................................................................... 12
3.6.2. The layout of our sample project .................................................................... 12
3.6.3. A bit about extension points ........................................................................... 13
3.6.4. Declaring the 'Book' document type ................................................................ 14
3.6.5. Displaying book documents ........................................................................... 17
3.6.6. Actions, tabs and behavior ............................................................................. 22
3.6.7. Making book documents indexable and searchable .......................................... 24
3.6.8. Enabling drag&drop creation (plus creating our own extension points) ............. 26
3.6.9. Regulating book states ................................................................................... 29
3.6.10. Workflow .................................................................................................... 30
3.6.11. Listening for events ..................................................................................... 30
3.7. Starting a new project ............................................................................................... 32
3.8. Using Documentation ............................................................................................... 33
3.9. Other IDEs: IntelliJ IDEA and NetBeans ................................................................... 33
3.9.1. IDEA ............................................................................................................ 33
3.9.2. NetBeans ...................................................................................................... 33
4. General Overview ............................................................................................................... 34
4.1. Introduction ............................................................................................................. 34
4.1.1. Architecture Goals ......................................................................................... 34
4.1.2. Main concepts and design .............................................................................. 37
4.2. Nuxeo 5 Architecture Overview ................................................................................ 39
4.3. Nuxeo Runtime: the Nuxeo EP component model ...................................................... 40
4.3.1. The motivations for the runtime layer ............................................................. 40
4.3.2. Extensible component model .......................................................................... 41

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4.3.3. Flexible deployment system ........................................................................... 44


4.4. Nuxeo EP layered architecture .................................................................................. 45
4.4.1. Layers in Nuxeo EP ....................................................................................... 45
4.4.2. API and Packaging impacts ............................................................................ 47
4.5. Core Layer overview ................................................................................................ 47
4.5.1. Features of Nuxeo Core ................................................................................. 48
4.5.2. Nuxeo Core main modules ............................................................................. 49
4.5.3. Schemas and document types ......................................................................... 49
4.5.4. The life cycle associated with documents ........................................................ 50
4.5.5. Security model .............................................................................................. 51
4.5.6. Core events system ........................................................................................ 51
4.5.7. Query system ................................................................................................ 52
4.5.8. Versioning system ......................................................................................... 52
4.5.9. Repository and SPI Model ............................................................................. 52
4.5.10. DocumentModel .......................................................................................... 52
4.5.11. Proxies ........................................................................................................ 53
4.5.12. Core API ..................................................................................................... 54
4.6. Service Layer overview ............................................................................................ 54
4.6.1. Role of services in Nuxeo EP architecture ....................................................... 54
4.6.2. Services implementation patterns .................................................................... 54
4.6.3. Platform API ................................................................................................. 55
4.6.4. Adapters ....................................................................................................... 56
4.6.5. Some examples of Nuxeo EP services ............................................................. 56
4.7. Web presentation layer overview ............................................................................... 56
4.7.1. Technology choices ....................................................................................... 56
4.7.2. Componentized web application ..................................................................... 57
5. Schemas and Documents ..................................................................................................... 60
5.1. Introduction ............................................................................................................. 60
5.1.1. Concepts ....................................................................................................... 60
5.2. Schemas .................................................................................................................. 60
5.3. Core Document Types .............................................................................................. 61
5.4. ECM Document Types ............................................................................................. 61
5.4.1. Label and Icon .............................................................................................. 62
5.4.2. Default view ................................................................................................. 62
5.4.3. Layout .......................................................................................................... 62
5.4.4. Containment rules ......................................................................................... 63
5.4.5. Hidden cases ................................................................................................. 63
5.4.6. Summary ...................................................................................................... 63
II. Platform Services ....................................................................................................................... 65
6. Exception Handling ............................................................................................................ 66
6.1. Introduction ............................................................................................................. 66
6.2. Extension Points ...................................................................................................... 66
6.2.1. requestdump ................................................................................................. 66
6.2.2. listener .......................................................................................................... 66
6.2.3. errorhandlers ................................................................................................. 66
7. Actions, Views, Navigation URLs and JSF tags .................................................................... 68
7.1. Introduction ............................................................................................................. 68
7.2. Actions .................................................................................................................... 68
7.2.1. Concepts ....................................................................................................... 68
7.2.2. Manage actions ............................................................................................. 68
7.3. Views ...................................................................................................................... 71
7.3.1. UI Views ...................................................................................................... 71
7.3.2. Manage views ............................................................................................... 71
7.4. Navigation URLs ..................................................................................................... 72
7.4.1. Document view codec service ........................................................................ 72
7.4.2. URL policy service ........................................................................................ 73
7.4.3. Additional configuration ................................................................................ 74
7.4.4. URL JSF tags ................................................................................................ 74
7.5. Nuxeo Document Lists Manager ............................................................................... 75
7.6. Nuxeo File Manager ................................................................................................. 76
7.7. Nuxeo JSF tags ........................................................................................................ 76
8. Layouts .............................................................................................................................. 78

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8.1. Introduction ............................................................................................................. 78


8.1.1. Layouts ......................................................................................................... 78
8.1.2. Widgets ........................................................................................................ 78
8.1.3. Widget types ................................................................................................. 78
8.1.4. Modes .......................................................................................................... 78
8.2. Manage layouts ........................................................................................................ 78
8.2.1. Layout registration ........................................................................................ 79
8.2.2. Layout definition ........................................................................................... 79
8.2.3. Widget definition .......................................................................................... 80
8.2.4. Listing layout definition ................................................................................. 81
8.2.5. EL expressions in layouts and widgets ............................................................ 83
8.3. Document layouts .................................................................................................... 84
8.4. Layout display ......................................................................................................... 84
8.5. Standard widget types ............................................................................................... 85
8.5.1. text ............................................................................................................... 85
8.5.2. int ................................................................................................................. 85
8.5.3. secret ............................................................................................................ 85
8.5.4. textarea ......................................................................................................... 85
8.5.5. datetime ........................................................................................................ 85
8.5.6. template ........................................................................................................ 86
8.5.7. file ................................................................................................................ 86
8.5.8. htmltext ........................................................................................................ 86
8.5.9. selectOneDirectory ........................................................................................ 86
8.5.10. selectManyDirectory .................................................................................... 86
8.5.11. list .............................................................................................................. 86
8.5.12. checkbox ..................................................................................................... 86
8.6. Custom templates ..................................................................................................... 86
8.6.1. Custom layout template ................................................................................. 86
8.6.2. Listing template ............................................................................................ 88
8.6.3. Custom widget template ................................................................................. 89
8.6.4. Builtin templates to handle complex properties ................................................ 90
8.7. Custom widget types ................................................................................................ 92
8.8. Generic layout usage ................................................................................................ 93
9. Event Listeners and Scheduling ........................................................................................... 94
9.1. Introduction ............................................................................................................. 94
9.2. Concepts .................................................................................................................. 94
9.3. Adding an event listener ........................................................................................... 94
9.4. Upgrading an event listener ....................................................................................... 95
9.5. Adding an event ....................................................................................................... 95
9.6. From CoreEvents to JMS Messages ........................................................................... 95
9.7. Adding a JMS message listener ................................................................................. 96
9.8. Scheduling ............................................................................................................... 97
10. User Notification Service ................................................................................................... 98
10.1. Introduction ........................................................................................................... 98
10.2. Notification concept ............................................................................................... 98
10.3. Notification channels .............................................................................................. 98
10.4. E-mail notifications ................................................................................................ 98
11. Indexing & Searching ...................................................................................................... 100
11.1. Introduction ......................................................................................................... 100
11.2. Configuration ....................................................................................................... 100
11.2.1. Concepts ................................................................................................... 100
11.2.2. The indexableDocType extension point ...................................................... 100
11.2.3. The resource extension point .................................................................... 100
11.2.4. Field configuration .................................................................................... 101
11.2.5. Text fields and analyzers ............................................................................ 101
11.2.6. Boolean attributes ...................................................................................... 102
11.2.7. Schema resources and fields without configuration ...................................... 102
11.2.8. Schema resources ...................................................................................... 102
11.2.9. Automatic fields configuration ................................................................... 102
11.3. Programmatic Searching ....................................................................................... 103
11.3.1. Fields and literals ....................................................................................... 103
11.3.2. WHERE statements ....................................................................................... 103

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11.4. The Compass plugin ............................................................................................. 105


11.4.1. Configuring Compass ................................................................................ 105
11.4.2. Global configuration .................................................................................. 105
11.4.3. Mappings for Nuxeo .................................................................................. 106
11.4.4. Text fields behavior ................................................................................... 107
11.5. Building a search UI with QueryModel .................................................................. 108
12. Look and feel .................................................................................................................. 109
12.1. Introduction ......................................................................................................... 109
12.2. Principle .............................................................................................................. 109
12.3. Mechanism .......................................................................................................... 109
12.3.1. The Elements ............................................................................................ 110
12.3.2. The format ................................................................................................ 110
12.3.3. The negotiation ......................................................................................... 111
12.3.4. The engine ................................................................................................ 112
12.3.5. Resource management ............................................................................... 112
12.3.6. Application ............................................................................................... 113
12.4. Customizing the theme ......................................................................................... 113
12.4.1. Modifying the current theme using theme-default.xml ............................... 113
12.4.2. Modifying the current theme ...................................................................... 116
12.4.3. Adding a new theme and its pages .............................................................. 117
13. Authentication, Users & Groups Management ................................................................... 120
13.1. Introduction ......................................................................................................... 120
13.2. Users and Groups configuration ............................................................................ 120
13.2.1. Schemas .................................................................................................... 120
13.2.2. Directories ................................................................................................ 121
13.2.3. UserManager ............................................................................................. 121
13.2.4. User Management Interface ........................................................................ 123
13.3. Authentication ...................................................................................................... 127
13.3.1. Authentication Framework Overview .......................................................... 127
13.3.2. Pluggable JAAS Login Module .................................................................. 127
13.3.3. Pluggable Web Authentication Filter ........................................................... 129
14. Security Policy Service .................................................................................................... 136
14.1. Introduction ......................................................................................................... 136
14.2. Architecture ......................................................................................................... 136
14.3. Policy contributions .............................................................................................. 136
14.3.1. Core policy contribution ............................................................................. 136
14.3.2. Search policy contribution .......................................................................... 137
15. Workflow & jBPM .......................................................................................................... 139
15.1. Workflow in Nuxeo 5.1 ........................................................................................ 139
15.1.1. Deploying process definitions ..................................................................... 139
15.2. Workflow from Nuxeo 5.2: the jBPM Service ........................................................ 140
15.2.1. Introduction .............................................................................................. 140
15.2.2. jBPM service configuration ........................................................................ 140
15.2.3. Document management .............................................................................. 143
15.2.4. Default processes ....................................................................................... 143
15.2.5. Nuxeo jBPM How-to ................................................................................. 146
16. Document Versioning ...................................................................................................... 148
16.1. Setting the version of a document .......................................................................... 148
16.2. Modifying automatically the version of a document ................................................ 148
16.3. Accessing document from previous version ............................................................ 149
16.4. The versioning service implementation .................................................................. 149
17. Audit Service .................................................................................................................. 150
17.1. Introduction ......................................................................................................... 150
17.2. Features ............................................................................................................... 150
17.3. Architecture ......................................................................................................... 150
17.4. Retrieving entries ................................................................................................. 150
17.5. Contributing the audit service ................................................................................ 151
17.5.1. Recording new events types ....................................................................... 151
17.5.2. Recording additional informations .............................................................. 151
18. Tag Service .................................................................................................................... 152
18.1. Introduction ......................................................................................................... 152
18.2. Features ............................................................................................................... 152

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18.3. Architecture ......................................................................................................... 152


19. Directories and Vocabularies ........................................................................................... 154
19.1. Introduction ......................................................................................................... 154
19.2. Directory with a Relational Database Management System (SQL) server as backend 154
19.3. Directory with an LDAP server as backend ............................................................ 155
19.3.1. Server definition ........................................................................................ 155
19.3.2. Directory declaration ................................................................................. 155
19.4. Handling references between directory entries ........................................................ 156
19.4.1. References defined by a many-to-many SQL table ....................................... 156
19.4.2. Static reference as a dn-valued LDAP attribute ............................................ 156
19.4.3. Dynamic reference as a ldapUrl-valued LDAP attribute ............................... 157
19.4.4. LDAP tree reference .................................................................................. 157
19.4.5. Defining inverse references ........................................................................ 157
19.5. Combining multiple directories into a single virtual directory .................................. 157
19.5.1. Multi-directory sources .............................................................................. 157
19.5.2. Sub-directories .......................................................................................... 158
19.6. The Directory API ................................................................................................ 158
19.7. ............................................................................................................................ 158
19.7.1. Building custom option lists in forms with directories .................................. 158
19.7.2. Vocabularies/Directories management ........................................................ 160
20. Binary content ................................................................................................................ 162
20.1. Introduction ......................................................................................................... 162
20.2. Standard blob management ................................................................................... 162
20.3. External blob management .................................................................................... 162
20.4. About BlobHolder ................................................................................................ 164
21. Mimetype detection ......................................................................................................... 165
21.1. Introduction ......................................................................................................... 165
21.2. MimetypeRegistry ................................................................................................ 165
21.3. Mimetype sniffing ................................................................................................ 166
21.4. Invoking the mimetype detection ........................................................................... 168
22. Content Transformation ................................................................................................... 169
22.1. Introduction ......................................................................................................... 169
22.2. Plugins module .................................................................................................... 169
22.2.1. Creating a plugin ....................................................................................... 169
22.2.2. Declaring a plugin module ......................................................................... 169
22.2.3. Using a transform plugin ............................................................................ 170
22.3. Available transforms ............................................................................................ 171
22.3.1. Document conversion ................................................................................ 171
22.3.2. Pdfbox ...................................................................................................... 173
22.3.3. OLE objects extraction ............................................................................... 173
22.3.4. Office files merger ..................................................................................... 175
22.3.5. XSL Transformation .................................................................................. 176
23. Nuxeo Conversion Service ............................................................................................... 177
23.1. Conversion Service vs Transformation Service ....................................................... 177
23.1.1. Motivations for this API changes ................................................................ 177
23.1.2. What has been improved ............................................................................ 177
23.1.3. About compatibility ................................................................................... 177
23.2. Using Conversion Service ..................................................................................... 178
23.2.1. built-in converters ...................................................................................... 178
23.2.2. Conversion Service API ............................................................................. 178
23.2.3. Configuring the Convertion Service ............................................................ 179
23.2.4. Contributing converters .............................................................................. 179
23.2.5. Converters based on external command line tools ........................................ 180
24. Relations ........................................................................................................................ 182
24.1. Introduction ......................................................................................................... 182
24.2. Concepts .............................................................................................................. 182
24.3. Configuration ....................................................................................................... 182
24.3.1. Graph instances ......................................................................................... 182
24.3.2. Resource adapters ...................................................................................... 183
24.4. Manage relations .................................................................................................. 183
24.5. Display relations .................................................................................................. 183
24.6. Architecture overview .......................................................................................... 184

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25. Placeful Configuration ..................................................................................................... 185


25.1. Introduction ......................................................................................................... 185
25.2. Using Placeful Configuration ................................................................................ 185
25.3. Contributing a placeful configuration ..................................................................... 185
25.4. Available storage .................................................................................................. 186
25.4.1. In memory storage ..................................................................................... 187
25.4.2. Directory storage ....................................................................................... 187
25.5. Exemple of extension definition ............................................................................ 187
26. Content Template Service ................................................................................................ 189
26.1. Introduction ......................................................................................................... 189
26.2. Contributing a content factory ............................................................................... 189
26.2.1. Factory Binding ......................................................................................... 189
26.2.2. Template ................................................................................................... 189
26.2.3. ACL ......................................................................................................... 190
26.3. How to Register your own Factory ........................................................................ 190
27. Nuxeo's Management Service .......................................................................................... 192
27.1. Integrating Nuxeo monitoring in your management system ..................................... 192
27.1.1. Inventory (nx:*,management=inventory) ..................................................... 192
27.1.2. Metric (nx:*,metric=*,management=metric) ................................................ 192
27.1.3. Quality (nx:*,usecase=*,management=usecase) ........................................... 192
27.2. Integrating management in nuxeo server ................................................................ 192
27.2.1. nuxeo-runtime-management ....................................................................... 192
27.2.2. nuxeo-platform-management ...................................................................... 192
27.2.3. nuxeo-webengine-management ................................................................... 193
27.3. Contributing management ..................................................................................... 193
27.3.1. Publishing ................................................................................................. 193
27.3.2. Providing shortcuts .................................................................................... 194
27.3.3. Reporting quality ....................................................................................... 195
28. Publisher Service ............................................................................................................ 196
28.1. Overview ............................................................................................................. 196
28.2. Local sections ...................................................................................................... 196
28.3. Remote sections ................................................................................................... 197
28.3.1. Server configuration .................................................................................. 197
28.3.2. Client configuration ................................................................................... 197
28.4. File system ........................................................................................................... 198
III. Core Services .......................................................................................................................... 200
29. Nuxeo Runtime ............................................................................................................... 201
29.1. Overview ............................................................................................................. 201
29.1.1. Main Goals ............................................................................................... 201
29.1.2. Main Features ............................................................................................ 201
29.2. What is OSGi? ..................................................................................................... 201
29.3. OSGi Support ...................................................................................................... 202
29.3.1. Supported Features .................................................................................... 202
29.3.2. Unsupported Features ................................................................................ 203
29.3.3. Planned Features ....................................................................................... 203
29.4. Component Model ................................................................................................ 203
29.4.1. What are components? ............................................................................... 203
29.4.2. Main Features ............................................................................................ 204
29.4.3. Planned Features ....................................................................................... 204
29.4.4. Adapting Components ............................................................................... 204
29.4.5. Flexible Model .......................................................................................... 204
29.4.6. Component Life Cycle ............................................................................... 205
29.4.7. Component Extensibility ............................................................................ 205
29.5. Supported Host Platforms ..................................................................................... 207
29.5.1. JBoss Integration ....................................................................................... 207
29.5.2. Eclipse Integration ..................................................................................... 208
29.6. Using Nuxeo Runtime .......................................................................................... 208
29.6.1. Creating Components ................................................................................. 208
29.6.2. Using components ..................................................................................... 211
29.6.3. XML Component Descriptors ..................................................................... 215
29.7. Integration tests for Nuxeo Runtime applications .................................................... 216
29.7.1. The NXRuntimeTestCase base class ........................................................... 216

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29.7.2. Frequent patterns ....................................................................................... 217


29.8. Detailed Architecture ............................................................................................ 217
29.9. References ........................................................................................................... 218
30. Nuxeo Core Documentation ............................................................................................. 219
30.1. TODO: BS ........................................................................................................... 219
30.2. Overview ............................................................................................................. 219
30.2.1. Main goals ................................................................................................ 219
30.2.2. Nuxeo Core Components ........................................................................... 219
30.3. Nuxeo Core Architecture ...................................................................................... 220
30.3.1. Model Layer (or Internal API) .................................................................... 220
30.3.2. Implementation Layer ................................................................................ 220
30.3.3. Facade Layer (or Public API) ..................................................................... 220
30.3.4. Deployment .............................................................................................. 220
30.3.5. Client Session ........................................................................................... 221
30.4. The Repository Model .......................................................................................... 221
30.4.1. Document and Schemas ............................................................................. 221
30.4.2. Document Facets ....................................................................................... 222
30.4.3. Document Annotations .............................................................................. 222
30.4.4. Document Access Control .......................................................................... 223
30.4.5. Life Cycle ................................................................................................. 225
30.4.6. Query Engine ............................................................................................ 227
30.4.7. The Public API .......................................................................................... 227
30.4.8. Integration with Applications Servers ......................................................... 228
30.5. Extension Points ................................................................................................... 229
30.5.1. Session Factories ....................................................................................... 229
30.5.2. LifeCycle Managers ................................................................................... 229
31. Nuxeo Core Import / Export API ...................................................................................... 230
31.1. Export Format ...................................................................................................... 230
31.1.1. document.xml format ................................................................................. 230
31.1.2. Inlining Blobs ........................................................................................... 231
31.2. Document Pipe ..................................................................................................... 232
31.3. Document Reader ................................................................................................. 232
31.4. Document Writer .................................................................................................. 233
31.5. Document Transformer ......................................................................................... 234
31.6. API Examples ...................................................................................................... 234
31.6.1. Exporting data from a Nuxeo repository to a Zip archive .............................. 235
31.6.2. Importing data from a Zip archive to a Nuxeo repository .............................. 235
31.6.3. Export a single document as an XML with blobs inlined. ............................. 236
32. Nuxeo Event Service ....................................................................................................... 237
32.1. Nuxeo event model ............................................................................................... 237
32.1.1. Event ........................................................................................................ 237
32.1.2. EventContext ............................................................................................ 237
32.1.3. EventListener ............................................................................................ 238
32.1.4. Transactions and Events ............................................................................. 238
32.1.5. EventBundle ............................................................................................. 238
32.1.6. PostCommitEventListener .......................................................................... 238
32.2. Using Events ........................................................................................................ 239
32.2.1. Firing Events ............................................................................................. 239
32.2.2. Contributing an EventListener .................................................................... 239
32.2.3. Contributing a PostCommitEventListener ................................................... 240
32.3. JMS and Nuxeo Events ......................................................................................... 241
32.3.1. JMS integration ......................................................................................... 241
32.3.2. Enabling JMS bridge ................................................................................. 241
32.3.3. From 5.1 event model to 5.2 ....................................................................... 241
33. Experimental Topics ....................................................................................................... 243
33.1. Introduction ......................................................................................................... 243
33.2. Runtime Support for Scripting Languages .............................................................. 243
33.2.1. Introduction .............................................................................................. 243
33.2.2. Supported languages .................................................................................. 243
33.2.3. Running a Script ........................................................................................ 244
IV. SOA, Web Services and various integration solutions ................................................................ 246
34. The Nuxeo Restlet API .................................................................................................... 247

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34.1. Restlet Integration ................................................................................................ 247


34.1.1. Restlet types in Nuxeo 5 ............................................................................. 247
34.1.2. Restlet URL and parameters mapping ......................................................... 247
34.1.3. Contributing a new restlet .......................................................................... 248
34.2. Nuxeo default restlets ........................................................................................... 248
34.2.1. Browse restlet ............................................................................................ 248
34.2.2. Export restlet ............................................................................................. 249
34.2.3. Lock restlet ............................................................................................... 249
34.2.4. Plugin upload restlet .................................................................................. 250
34.3. Nuxeo RestPack ................................................................................................... 251
34.3.1. Installing the RestPack ............................................................................... 251
34.3.2. Restlets included in the RestPack ................................................................ 251
34.4. Nuxeo WebEngine Restlets ................................................................................... 255
35. Nuxeo HTTP client ......................................................................................................... 256
35.1. HTTP Client Library ............................................................................................ 256
35.2. HTTP client authentication ................................................................................... 256
36. Web services .................................................................................................................. 258
36.1. Audit web service ................................................................................................. 258
36.2. Remoting web service ........................................................................................... 258
36.3. Indexing gateway service ...................................................................................... 258
36.4. Metro web services ............................................................................................... 258
37. Nuxeo JSR 168 Integration .............................................................................................. 260
37.1. Overview ............................................................................................................. 260
37.2. Testing Nuxeo Portlets .......................................................................................... 260
37.2.1. Prerequisites .............................................................................................. 260
37.2.2. Generate a sample project with nuxeo-archetype-portlet archetype ................ 261
37.2.3. Test the newly created portlet ..................................................................... 262
37.3. Developping Nuxeo Portlets .................................................................................. 262
37.3.1. NuxeoPortlet class ..................................................................................... 262
37.3.2. Project from nuxeo-archetype-portlet archetype ........................................... 262
37.3.3. portlet.xml ................................................................................................ 263
37.3.4. Restlets ..................................................................................................... 263
37.4. Available portlets ................................................................................................. 263
37.4.1. Nuxeo Search Portlet ................................................................................. 263
38. Desktop integration tools ................................................................................................. 265
38.1. Drag and drop browser extensions ......................................................................... 265
38.1.1. Server side import service: the FileManagerService ..................................... 265
38.1.2. Microsoft Internet Explorer plugin .............................................................. 265
38.1.3. Mozilla Firefox plugin ............................................................................... 265
38.2. Online document editing with LiveEdit .................................................................. 265
38.2.1. Functional overview .................................................................................. 265
38.2.2. Functional use cases .................................................................................. 266
38.2.3. Architectural overview ............................................................................... 267
38.2.4. The Web Service component ...................................................................... 270
38.2.5. More on editor launch ................................................................................ 270
38.2.6. More on pre- and post-editing actions ......................................................... 271
38.3. Configuring LiveEdit links .................................................................................... 271
38.3.1. Configuration policies ................................................................................ 271
38.3.2. Changing the configuration policy .............................................................. 272
39. Nuxeo WebDAV interface ............................................................................................... 273
39.1. WebDAV clients .................................................................................................. 273
39.1.1. Path vs displayName .................................................................................. 273
39.1.2. Filesystem resource vs Nuxeo DocumentModel artifact ............................... 273
39.1.3. MS Web Folder client ................................................................................ 273
39.2. Fooling WebDAV clients ...................................................................................... 273
39.2.1. Available hacks ......................................................................................... 274
39.2.2. Configuring Nuxeo WebDAV connector for each client. .............................. 274
39.3. Nuxeo EP WebDAV implementation ..................................................................... 274
39.3.1. Nuxeo EP WebDAV-specific features ......................................................... 275
39.3.2. Known limitations ..................................................................................... 275
39.4. Using the Nuxeo WebDAV connector ................................................................... 276
39.4.1. Installing the WebDAV connector .............................................................. 276

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39.4.2. Connecting a client to Nuxeo WebDAV connector ...................................... 276


40. Reporting: Eclipse BIRT Driver ....................................................................................... 277
40.1. Overview ............................................................................................................. 277
40.2. How to use it ........................................................................................................ 277
40.3. Tomcat integration HOWTO ................................................................................. 282
41. Nuxeo Flex Connector ..................................................................................................... 284
41.1. Overview ............................................................................................................. 284
41.2. Development environment .................................................................................... 284
41.3. Build and Deploy ................................................................................................. 284
41.3.1. Sample Overview ...................................................................................... 284
41.4. Dive In ................................................................................................................ 285
41.4.1. Data Services Configuration ....................................................................... 285
41.4.2. Your First Flex application ......................................................................... 286
41.4.3. Granite DS configuration ........................................................................... 287
V. Administration overview .......................................................................................................... 288
42. OS requirements, existing and recommended configuration ............................................... 289
42.1. Required software ................................................................................................ 289
42.2. Recommended configuration ................................................................................. 289
42.2.1. Hardware configuration ............................................................................. 289
42.2.2. Default configuration ................................................................................. 289
42.2.3. For optimal performances .......................................................................... 289
42.3. Known working configurations ............................................................................. 290
42.3.1. OS ............................................................................................................ 290
42.3.2. JVM ......................................................................................................... 290
42.3.3. Storage backends ....................................................................................... 290
42.3.4. LDAP ....................................................................................................... 291
43. SMTP Server configuration ............................................................................................. 292
44. RDBMS Storage and Database Configuration ................................................................... 293
44.1. Storages in Nuxeo EP ........................................................................................... 293
44.2. Installing the JDBC driver ..................................................................................... 293
44.3. Configuring Nuxeo Core Storage ........................................................................... 293
44.3.1. Visible Content Store configuration ............................................................ 293
44.3.2. JCR backend configuration ........................................................................ 294
44.3.3. Set up your RDBMS .................................................................................. 297
44.3.4. Start Nuxeo EP .......................................................................................... 297
44.4. Configuring Storage for other Nuxeo Services ........................................................ 297
44.4.1. Configuring datasources ............................................................................. 298
44.4.2. Relation service configuration .................................................................... 299
44.4.3. Tag service configuration ........................................................................... 300
44.4.4. Compass search engine dialect configuration ............................................... 300
44.5. Setting up a new repository configuration .............................................................. 300
44.5.1. Add the new repository configuration ......................................................... 300
44.5.2. Declare the new repository to the platform .................................................. 302
45. LDAP Integration ............................................................................................................ 303
45.1. For users/groups storage backend .......................................................................... 303
46. OpenOffice.org server installation .................................................................................... 304
46.1. Installation ........................................................................................................... 304
46.1.1. Start server ................................................................................................ 304
46.1.2. Parameters ................................................................................................ 304
46.1.3. Installing an extension ............................................................................... 305
46.1.4. Notes ........................................................................................................ 305
46.2. Running OpenOffice as a Daemon ......................................................................... 305
46.2.1. Nuxeo OOo Daemon ................................................................................. 305
46.2.2. Configuring Nuxeo OOo Daemon ............................................................... 306
47. Run Nuxeo EP with a specific IP binding ......................................................................... 307
48. Backup, restore and reset ................................................................................................. 308
48.1. Backup ................................................................................................................ 308
48.2. Backup before an upgrade ..................................................................................... 309
48.3. Restore ................................................................................................................ 309
48.4. Reset ................................................................................................................... 309
49. Offline client synchronization .......................................................................................... 310
49.1. Working environment ........................................................................................... 310

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49.2. Use case .............................................................................................................. 310


49.3. User guide ........................................................................................................... 310
49.4. How does it work? ................................................................................................ 310
50. Replication tool ............................................................................................................... 312
50.1. Functional Objective ............................................................................................ 312
50.2. Use cases ............................................................................................................. 312
50.3. User guide ........................................................................................................... 313
50.4. How does it work? ................................................................................................ 313
50.5. Customizing the import code ................................................................................. 316
51. Monitoring Nuxeo ........................................................................................................... 317
51.1. Configure Nuxeo to use a single JMX server. ......................................................... 317
51.1.1. Configuration from Nuxeo 5.3.0 ................................................................. 317
51.1.2. Configuration for Nuxeo 5.2.0 .................................................................... 317
51.1.3. Configuration for Nuxeo before 5.2.0 .......................................................... 318
51.2. Interesting data to monitor. ................................................................................... 318
51.3. Persisting and analysing data. ................................................................................ 318
51.4. Querying the JMX server remotely ........................................................................ 318
52. The Nuxeo Shell ............................................................................................................. 320
52.1. Overview ............................................................................................................. 320
52.2. User Manual ........................................................................................................ 320
52.2.1. Command Options ..................................................................................... 322
52.2.2. Commands ................................................................................................ 323
52.3. Troubleshooting ................................................................................................... 327
52.3.1. Check listened IP ....................................................................................... 327
52.3.2. Check connected server .............................................................................. 327
52.3.3. Multi-machine case .................................................................................... 327
52.4. Extending the shell ............................................................................................... 327
52.4.1. Registering New Custom Commands .......................................................... 328
52.4.2. Java Code for the new commands ............................................................... 328
52.4.3. Building the shell plugin ............................................................................ 328
52.4.4. Deploying the shell plugin .......................................................................... 329
53. Build Nuxeo distributions from sources ............................................................................ 330
53.1. Requirements ....................................................................................................... 330
53.2. Limitations .......................................................................................................... 330
53.3. Download Nuxeo distribution sources .................................................................... 330
53.3.1. Download archive ...................................................................................... 330
53.3.2. Download sources with Mercurial ............................................................... 330
53.4. Build from sources ............................................................................................... 330
53.4.1. Available packages .................................................................................... 330
53.4.2. Usage ....................................................................................................... 331
VI. Core developer guide .............................................................................................................. 332
54. Coding and Design Guidelines ......................................................................................... 333
54.1. Introduction ......................................................................................................... 333
54.2. External Coding Standards .................................................................................... 333
54.3. Some points that need attention ............................................................................. 333
54.3.1. Java code formating ................................................................................... 333
54.3.2. XML code formatting ................................................................................ 334
54.3.3. Design ...................................................................................................... 334
54.3.4. Unit tests ................................................................................................... 335
54.3.5. Security .................................................................................................... 335
54.3.6. Naming convention .................................................................................... 336
54.3.7. Information hiding ..................................................................................... 336
54.3.8. Use modern Java features ........................................................................... 336
54.3.9. Logging .................................................................................................... 336
54.3.10. Documentation: Comments and Javadoc ................................................... 337
54.3.11. Deprecation ............................................................................................. 338
54.4. Methodology tips ................................................................................................. 339
54.4.1. Use the power of your IDE (and its plugins) ................................................ 339
54.4.2. Refactor .................................................................................................... 340
54.5. Important references ............................................................................................. 340
55. Development Tools and Process ....................................................................................... 341
55.1. Mercurial usage .................................................................................................... 341

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Nuxeo Document Management - Version 5.3

55.1.1. Overview and online documentation ........................................................... 341


55.1.2. Nuxeo common usage ................................................................................ 341
55.1.3. Best practices ............................................................................................ 344
55.1.4. Useful scripts, commands and tips .............................................................. 344
55.1.5. Advanced usage and specific use cases ....................................................... 347
55.2. Maven usage ........................................................................................................ 348
55.2.1. Overview and online documentation ........................................................... 348
55.2.2. Generate a new project with the nuxeo-archetype-start archetype .................. 349
55.3. Code Quality with Eclipse Plugins ......................................................................... 350
55.3.1. Using Checkstyle ....................................................................................... 350
55.3.2. Using TPTP .............................................................................................. 350
55.3.3. Using FindBugs ......................................................................................... 350
55.4. Profiling with NetBeans Profiler ............................................................................ 350
55.5. NXPointDoc Documentation tool .......................................................................... 350
55.5.1. Documenting a component ......................................................................... 351
55.5.2. Creating the NxPointDoc site ..................................................................... 353
55.5.3. Browsing NxPointDoc ............................................................................... 353
55.6. Quality Assurance with continuous integration ....................................................... 353
55.6.1. Rules and means ........................................................................................ 354
55.6.2. Quality directives for Nuxeo developers ...................................................... 355
55.7. Release process .................................................................................................... 357
55.7.1. Overview .................................................................................................. 357
55.7.2. Continuous integration coverage ................................................................. 357
55.7.3. Help testing release candidates ................................................................... 358
56. Packaging Nuxeo EAR .................................................................................................... 359
56.1. Introduction ......................................................................................................... 359
56.2. Basic project structure .......................................................................................... 359
56.3. The EAR module ................................................................................................. 360
56.3.1. Assembly descriptor .................................................................................. 360
56.3.2. Add some resources ................................................................................... 363
56.4. Improve usability ................................................................................................. 363
56.4.1. Thanks to Maven ....................................................................................... 363
56.4.2. Thanks to Ant ............................................................................................ 364
56.5. Recommended multi-machine packagings .............................................................. 367
56.5.1. Bi-machine: stateful/stateless ...................................................................... 367
57. Release Management ....................................................................................................... 372
57.1. Introduction ......................................................................................................... 372
57.2. Let's release! ........................................................................................................ 372
57.2.1. Remove all dependencies on SNAPSHOT versions ...................................... 372
57.2.2. Checkout the code and clean your repository ............................................... 373
57.2.3. Test the release .......................................................................................... 373
57.2.4. Perform the release .................................................................................... 373
57.2.5. You're done ............................................................................................... 374
VII. Add-ons ................................................................................................................................ 375
58. Add-ons ......................................................................................................................... 376
58.1. Introduction ......................................................................................................... 376
59. Nuxeo Annotation Service ............................................................................................... 377
59.1. Introduction ......................................................................................................... 377
59.1.1. W3C Annotea ............................................................................................ 377
59.1.2. Logical architecture overview ..................................................................... 377
59.1.3. XPointer integration and extension. ............................................................ 377
59.2. Annotation Service Core ....................................................................................... 378
59.2.1. Overview .................................................................................................. 378
59.2.2. Implementation ......................................................................................... 378
59.2.3. Storage ..................................................................................................... 378
59.2.4. uriResolver ............................................................................................... 379
59.2.5. urlPatternFilter .......................................................................................... 379
59.2.6. metadata ................................................................................................... 379
59.2.7. permissionManager and permissionMapper ................................................. 379
59.2.8. annotabilityManager .................................................................................. 380
59.2.9. UID Generation ......................................................................................... 380
59.2.10. Event management ................................................................................... 380

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Nuxeo Document Management - Version 5.3

59.3. NXAS Repository Plugin ...................................................................................... 380


59.3.1. Overview .................................................................................................. 381
59.3.2. Default contribution ................................................................................... 381
59.3.3. Extension Point ......................................................................................... 382
59.3.4. documentEventListener .............................................................................. 382
59.3.5. securityManager ........................................................................................ 382
59.3.6. jcrLifecycleEventId and graphManagerEventListener .................................. 382
59.4. NXAS Web .......................................................................................................... 382
59.4.1. Overview .................................................................................................. 382
59.4.2. Extension Point ......................................................................................... 382
59.4.3. Configuration ............................................................................................ 383
59.5. Annotation Service Facade .................................................................................... 383
59.6. Annotation Service HTTP Gateway ....................................................................... 383
59.6.1. Overview .................................................................................................. 383
59.7. References ........................................................................................................... 384
60. Virtual Navigation .......................................................................................................... 385
60.1. Virtual Navigation ................................................................................................ 385
60.1.1. Virtual Navigation presentation .................................................................. 385
60.1.2. Virtual Navigation configuration ................................................................ 385
61. Metadata Extraction Service ............................................................................................ 389
61.1. Introduction ......................................................................................................... 389
61.2. Metadata extraction module .................................................................................. 389
61.2.1. Defining a contribution for metadata extraction ........................................... 389
61.2.2. Specifying input parameters ....................................................................... 390
61.2.3. Chaining extractions .................................................................................. 390
61.2.4. Creating a plugin for metadata extraction .................................................... 390
61.2.5. Using a metadata extraction plugin ............................................................. 390
62. Unicity Service ............................................................................................................... 392
62.1. How does it works ? ............................................................................................. 392
62.2. What you need: .................................................................................................... 392
62.3. Configuration ....................................................................................................... 392
62.4. Snippets ............................................................................................................... 392
63. Nuxeo Mail Service ......................................................................................................... 394
63.1. Presentation ......................................................................................................... 394
63.2. Basic Use ............................................................................................................. 394
63.2.1. Configuration ............................................................................................ 394
63.3. Advanced Use ...................................................................................................... 395
64. Imaging .......................................................................................................................... 396
64.1. Introduction ......................................................................................................... 396
64.2. Imaging API ........................................................................................................ 396
64.3. Imaging transform ................................................................................................ 396
64.4. Imaging web ........................................................................................................ 396
64.5. Imaging core ........................................................................................................ 396
65. Nuxeo Preview Addon .................................................................................................... 397
65.1. Overview ............................................................................................................. 397
65.2. Installing the Preview Addon ................................................................................ 397
65.2.1. Deploy the Addon ..................................................................................... 397
65.2.2. Configure Transformers ............................................................................. 397
65.3. Extensions and Pluggability .................................................................................. 398
65.3.1. Pluggable Adapters .................................................................................... 398
65.3.2. Pluggable HTML Transformers .................................................................. 399
65.4. Previews and URLs .............................................................................................. 399
66. Nuxeo Tiling service Addon ............................................................................................ 401
66.1. Overview ............................................................................................................. 401
66.2. How tiles are defined and computed ...................................................................... 401
66.3. Installing the picture tiling Addon ......................................................................... 402
66.3.1. Requirements ............................................................................................ 402
66.3.2. Deploy the addon ....................................................................................... 403
66.3.3. Configuration ............................................................................................ 403
66.4. Testing the tiling service ....................................................................................... 403
66.4.1. URL and restAPI ....................................................................................... 403
66.4.2. simple test client ........................................................................................ 404

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Nuxeo Document Management - Version 5.3

67. Nuxeo DocumentLink Addon .......................................................................................... 406


67.1. Overview ............................................................................................................. 406
67.2. How does it work ................................................................................................. 406
67.3. DocumentLink and Repository .............................................................................. 407
67.4. Using DocumentLink ........................................................................................... 407
67.4.1. Using the adapter ....................................................................................... 407
67.4.2. Using the DocRepository ........................................................................... 408
68. Nuxeo Search Center ....................................................................................................... 409
68.1. Overview ............................................................................................................. 409
68.2. Installing and testing the search center ................................................................... 409
68.2.1. Building from source ................................................................................. 409
68.2.2. Deploying on a Nuxeo server ..................................................................... 409
68.2.3. Using the Search Center ............................................................................. 410
68.3. How does it work ................................................................................................. 410
68.3.1. The GWT client ......................................................................................... 410
68.3.2. The JAX-RS server .................................................................................... 410
68.3.3. The SearchCenterService ........................................................................... 410
68.4. How to customize the list of available filters .......................................................... 411
68.4.1. FilterWidgets ............................................................................................ 411
68.4.2. FilterSets ................................................................................................... 411
68.5. How to build new GWT filter widgets ................................................................... 412
68.5.1. Setting up a GWT eclipse development environment ................................... 412
68.5.2. Existing filter widgets ................................................................................ 412
68.5.3. TODO: layout and extension points ............................................................ 413
VIII. Annexes ............................................................................................................................... 414
A. FAQs .............................................................................................................................. 415
A.1. Deployment and Operations ................................................................................... 415
B. Detailed Development Software Installation Instructions .................................................... 418
B.1. Installing Java ....................................................................................................... 418
B.1.1. Using the Sun Java Development Kit (Windows and linux) ........................... 418
B.1.2. Using a package management systems (Linux) ............................................. 418
B.1.3. Manual installation (Linux) ......................................................................... 419
B.1.4. Setting up JAVA_HOME (Windows, Linux, Mac OS) .................................. 419
B.2. Installing Ant ........................................................................................................ 419
B.3. Installing Maven .................................................................................................... 420
B.3.1. What is Maven? .......................................................................................... 420
B.3.2. Installing Maven ......................................................................................... 420
B.4. Installing JBoss AS ................................................................................................ 421
B.4.1. JBoss documentation ................................................................................... 421
B.4.2. Enable EJB3 support ................................................................................... 421
B.4.3. JBoss AS listening ports customization ........................................................ 421
B.4.4. Affected JBoss services ............................................................................... 424
B.5. Installing a Subversion client .................................................................................. 425
B.5.1. Generic subversion clients with linux ........................................................... 425
B.5.2. Windows .................................................................................................... 425
B.6. Installing mercurial ................................................................................................ 425
B.6.1. Linux ......................................................................................................... 425
B.6.2. Windows .................................................................................................... 425
B.6.3. Mac OS ...................................................................................................... 425
B.6.4. Setting a username ...................................................................................... 426
B.6.5. Activating pre-integrated extensions ............................................................ 426
B.6.6. Using forest ................................................................................................ 426
B.7. Chapter Key Point ................................................................................................. 426
C. Commercial Support ......................................................................................................... 428
C.1. About Us .............................................................................................................. 428
C.2. Contact information ............................................................................................... 428
C.2.1. General ...................................................................................................... 428
C.2.2. Europe ....................................................................................................... 428
C.2.3. USA .......................................................................................................... 428

Nuxeo EP 5.3 xiv


Part I. Introduction

Nuxeo EP 5.3 1
Chapter 1. Preface
Nuxeo EP is a comprehensive open source Enterprise Content Management (ECM) platform. It has been
designed to be robust, scalable and highly extensible, by using modern open source Java EE technologies, such
as JSF, EJB3, JBoss Seam, OSGi, and a Service Oriented Approach. It can be used to develop both web-based
server applications and Rich Client applications.

Nuxeo EP provides services that currently cover the following functions of the ECM spectrum:
• Document management

• Collaborative Work

• Business process management (workflow)

• Compliance

• Records management

• Digital asset management (DAM)

Thanks to the modular and service oriented nature of Nuxeo EP, it is easy to create specialized applications,
vertical or horizontal. Examples of applications that have been successfully created and used include
applications for:
• Document management

• Digital assets management (DAM)

• Case management

• Correspondence management

• News management systems for press agencies

• Museum collections management

• Etc.

1.1. What this Book Covers


The primary focus of this book it the presentation of Nuxeo EP, from the perspective of its configuration and its
architecture.

1.2. What this book doesn't cover


This book is not an end-user manual for Nuxeo DM or other applications based on the Nuxeo EP platform. If
you are interested in such a document, we recommend that you get it from http://www.nuxeo.org/.

This book is not a tutorial either. There is also a tutorial on http://www.nuxeo.org/.

1.3. Target Audience


As a reference book for the Nuxeo platform, this book has several intended audiences:
• System integrators, who need to understand how to configure and adapt the Nuxeo platform to their
customers needs.

Nuxeo EP 5.3 2
Preface

• Third-party application developers, who will typically need both to customize the behavior of some
components and to write new components to extend the functionalities of the platform.

• System administrators, who need to understand how to configure the platform for the specific needs of
their hosting environment.

• Core developers, who work on the platform and need a reference documentation.

We fully understand that these different people with different concerns, and we plan to create, thanks to the
modular structure of this document, more targeted books for these different people.

Readers of this book are presumed familiar with the Java 5 language and with the Java EE and XML
technologies.

1.4. About Nuxeo


Founded in 2000, Nuxeo SA is part of the "second wave" of open source companies, and focuses on developing
and supporting applications, instead of system software or development tools.

By entering the ECM field early in 2002, Nuxeo has established itself as the leader of open source ECM, with
customers for critical projects in the Government, Energy and Finance sectors. Nuxeo currently has 50
employees, about half of them developers.

Nuxeo has customers and partners in Europe, in Northern and Southern America, in the Middle East and in
Africa.

1.5. About Open Source


Simply put, Open source is a better way to develop and support software.

Nuxeo fully embraces the open source vision, by fostering collaboration with a community of external
contributors.

Nuxeo EP 5.3 3
Chapter 2. Introduction

This chapter will give you an overview of ECM and the motivation for using the Nuxeo platform in your next
ECM project.

2.1. Enterprise Content Management


According to the AIIM, the Association for Information and Image Management, ECM is defined as "the
technologies used to capture, manage, store, preserve, and deliver content and documents related to
organizational processes".

2.1.1. Why ECM?


A March 2005 white paper on “The Hidden Costs of Information Work” by the IDC in the United States found
that the average office employee spent approximately one day per week organizing and filing documents that
they used. This can equate to a considerable amount of cost and inefficiency. A further twelve hours was spent
on managing document approval, managing document routing and publishing to other channels. Nine hours
was spent searching for documents.

2.2. The Nuxeo ECM platform

2.3. Introduction FAQ

2.3.1. What are Nuxeo EP 5, Nuxeo EP and Nuxeo RCP?


Nuxeo EP 5 is the 5th version of the open source platforms developed by Nuxeo (the four previous ones where
known as "CPS").

Nuxeo EP or "Enterprise Platform" is the server part of Nuxeo EP 5. It is a Java EE application intended to run
in a standard Java EE 5 application server like JBoss. It can be accessed by end users from a web browser, from
office productivity suites like MS-Office or OpenOffice.org, or from rich client developed using the Nuxeo
RCP technology (see below).

Nuxeo RCP or "Rich Client Platform" is a platform for building rich client applications, that usually connect to
a Nuxeo EP server.

Nuxeo EP and Nuxeo RCP run on top of a common runtime, "Nuxeo Runtime", and share a common set of
core components, called "Nuxeo Core".

2.4. Intended audience

2.5. What this book covers


Part 1: Introduction

Part 2:

Part 3:

Nuxeo EP 5.3 4
Introduction

Part 4:

Nuxeo EP 5.3 5
Chapter 3. Getting Started

3.1. Overview
In this chapter we will show you how to develop with Nuxeo EP. It is recommended that you first read the
'Learning Nuxeo EP5 Guide' before reading this chapter. It will also provide you with a good introduction to
developing with Nuxeo EP and give you a better understanding of the additional examples provided by the
sample project which are discussed here.

You can think of your development task as using an IDE (such as Eclipse) to create a jar file from your source
code, that can then be deployed (ie. copied) to the nuxeo server's 'plugin' directory. This new plugin (jar file)
which you will create, adds functionality to the basic 'out of the box' Nuxeo EP Server that you will also
download and setup. Here is a diagram that tries to show in simple terms what we would like to do:

It also explains simply what Nuxeo is. The nuxeo server is essentially an application (nuxeo.ear) that runs
inside a JBOSS container. It contains an embedded H2 database that acts as the default document repository.
The user interface to nuxeo is provided by a web browser or a rich client.

If you encounter any problems don't forget you can share your experience on the ecm mailing list .

3.2. Prerequisites
We assume from now on that you have the following ready-to-use environment set up on your computer:

• Java Development Kit (JDK) 1.5.x or JDK 1.6.x (Sun's JDK, OpenJDK is not yet supported)

• Eclipse 3.5 (aka galileo) (J2EE edition)

• A Nuxeo EP installation from the last release (download the installation wizard). You can also download

Nuxeo EP 5.3 6
Getting Started

a nightly build installer from http://www.nuxeo.org/static/snapshots/ , but keep in mind that this
one may be broken, so don't erase your working setup with a nightly build: the result is not guaranteed.

• Maven (for setting up eclipse and builds)

• Mercurial (for checking out the source controlled version(s) of sample project used throughout this
chapter)

• A "unix-type" shell: if you are running windows, you can install cygwin
Note: The Nuxeo EP installer also installs and sets up the right version of JBoss on your computer, so you don't
need to install it on your own.

For detailed instructions on how to set up all of this software, there is a good guide in Chapter 2 of the
'Learning Nuxeo EP5 Guide'.

3.3. Eclipse Plugins v Command Line


We will check out our sample project's source code from a remote repository using Mercurial and then import
this source into Eclipse. We will use Eclipse as a development tool only here. The resulting artifact (Nuxeo
projects are well described as maven artifacts - which can be thought of as just the output of a given project, for
eg. a jar, a war, and ear file etc), will be built from the source we create in Eclipse, via the command line using
Maven.

It is possible to configure Eclipse to use plugins that will let you run both Maven and Mercurial from within
eclipse. You can set up your Eclipse to do so if you prefer, however in this chapter we will describe how to use
these tools from the command line. If you prefer to use the plugins you can download them from:
• Maven Integration for eclipse

• Mercurial Integration for eclipse

3.4. Learning from the project sample


Nuxeo provides you a sample project that teaches you the main components used by Nuxeo EP by introducing
the 'Book' document type, which equates to a book you'd buy in a bookstore or borrow from a library (complete
with ISBN number). By following this chapter, you will learn how to:
• declare the book document type;

• display book documents;

• regulate book document states;

• make book documents indexable and searchable;

• enable drag and drop book creation mode;

• handle book document creation events.

3.5. Setting up the sample project

3.5.1. Some handy environment settings


Before we start you may want to set the following in your .bashrc file in your home directory:

Nuxeo EP 5.3 7
Getting Started

export MAVEN_OPTS="-Xmx512M -XX:MaxPermSize=512M"

It sets the amount of memory available to Maven when it is doing its stuff and will help you avoid "out of
memory" errors.

3.5.2. Checking the sample project out of mercurial


Create a directory called 'workspace' in your home home directory. Change into this directory and check the
sample project out of the remote repository ( http://hg.nuxeo.org/addons/nuxeo-sample-project/) by running
mercurial from the command line:

$ mkdir ~/workspace

$ cd ~/workspace

$ hg clone http://hg.nuxeo.org/addons/nuxeo-sample-project/

This will create a directory in your home directory called ~/workspace/nuxeo-sample-project which contains
the source code used for this lesson. There are 2 branches in the mercurial repository: 5.1 and 5.2. The 5.1
branch source has been tested against the Nuxeo 5.1.6 server, whilst the 5.2 branch has been tested against the
Nuxeo 5.2.0 server.

To see what branch you are using, type "hg branches". To switch between branches you can type "hg update
branchName". Eg:

$ hg update 5.1

The accompanying version of JBOSS used with the 5.1 Nuxeo server is jboss 4.0.5 and with the 5.2 Nuxeo
server is 4.2.3.

3.5.3. Initialize the Eclipse workspace


From the workspace directory, run the command:

$ mvn -Declipse.workspace=. eclipse:configure-workspace

This command will initialise your Eclipse workspace for you, which basically means it tells Eclipse where to
find your local Maven repository by setting a variable called M2_REPO in the file:
~/workspace/.metadata/.plugins/org.eclipse.core.runtime/.settings/org.eclipse.jdt.core.prefs .Your local Maven
repository (which is usually in ~/.m2/repository) will hold all the jar files that our sample project depends on.
You will only need to run the Maven 'configure-workspace' command (listed above) once. If you create
projects in addition to the sample project later on, they can all use this same workspace (and hence the same
local maven repository).

3.5.4. Setting up your project for importing into Eclipse


Next, Maven will help us set up the sample project so that it can be readily imported into eclipse. Change into
your sample project directory and run the Maven commands:

$ cd ~/workspace/nuxeo-sample-project

$ mvn eclipse:clean

$ mvn eclipse:eclipse

The 'eclipse:clean' command will clean any previous eclipse setup of your sample project (ie. cleans up all the
eclipse related files so that you can start again).

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The 'eclipse:eclipse' command will set up eclipse related files for your project and also download any
dependencies that your project needs to compile, based on the sample project's (Maven) pom.xml file. It will
store these dependencies in your local Maven repository (defined by the M2_REPO variable we described
above). So the first time you run this command, it may take a while. Now when you import your project into
eclipse, it should have everything it needs to compile the source.

3.5.5. Importing the sample project into Eclipse


Now that your workspace, Eclipse project files, and all the dependencies have been prepared, you can import
the sample project into eclipse. Start Eclipse and select File>Import-General-Existing Projects into Workspace,
click next and set the root of the workspace as: ~/workspace/nuxeo-sample-project. Hopefully it will be
imported with no errors.

3.5.6. Running JUnit tests on the sample code


Our sample project has some JUnit test classes defined that enables you to run tests from within Eclipse.
Expand the src/test/java branch to reveal the classes under the org.nuxeo.ecm.sample tree:
i. TestBookLifeCycle

ii. TestBookTitleService

iii. TestBookType

iv. TestRepository
You can right click on these classes and select: Run As>JUnit Test.

3.5.7. Building the jar file from the sample project


The sample project code contains all the source in a working format that is ready to be built into a jar.
Normally, you'd be creating these changes yourself. However, this has already been done for you in the sample
project (we will explain what it all means in the sections that follow).

So now we are ready to create a jar file from our source code. To do this run the following Maven command
from your ~/workspace/nuxeo-sample-project directory:

$ mvn clean install

If all goes well you should see the "BUILD SUCCESSFUL" message and a new jar file created in the
~/workspace/nuxeo-sample-project/target subdirectory called something like:
nuxeo-project-sample-5.1.6-SNAPSHOT.jar

3.5.8. Deploying the jar file to the Nuxeo server


Now that we have created the jar file, deploying it to the nuxeo server is simply a matter of copying it to the
'plugins' directory. Assuming that the nuxeo server is located in the ~/nuxeo directory, then copy the jar as
follows:

$ cp ~/workspace/nuxeo-sample-project/nuxeo-project-sample-5.1.6-SNAPSHOT.jar
/nuxeo/server/default/deploy/nuxeo.ear/plugins

3.5.9. Starting the nuxeo server


We can now start the nuxeo server. After it has started, we will open up a web browser to see what our sample
project has produced ((Section 3.5.10, “Viewing your changes via the UI” ).

There are 2 ways to run the nuxeo server:

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3.5.9.1. Running the nuxeo server from the command line

To start the nuxeo server from the command line (assuming it is installed in ~/nuxeo):

$ cd ~/nuxeo

$ bin/run.sh

Note: you can shutdown the server from the command line by entering ^C (control-C) or by running the script
"~/nuxeo/bin/shutdown.sh -S" from another shell session.

3.5.9.2. Running the nuxeo server from within Eclipse

You can also set up an instance of the nuxeo server to run within Eclipse. You do this by pointing your eclipse
server to the installation of the nuxeo server on your filesystem. Defining a server configuration for the Nuxeo
runtime within eclipse enables you to start and stop Nuxeo directly from within eclipse.

This can be achieved by launching the new server wizard from the servers tab (make sure you are in the J2EE
view in Eclipse): Right click inside the server pane, and select New>Server. You should select a Jboss v4.0
server type, click 'Next' and provide the Nuxeo EP home directory as server home (eg. ~/nuxeo) on the next
screen. Select the defaults for the remainder and then click 'Finish'.

Now double click your server so you can see the server configuration we just created. We need to change the
default timeout value on the server startup, because it is likely that starting the nuxeo server will exceed the
default value. You should configure a starting timeout value suitable for your computer.

Expand the 'Timeouts' section and change the default to 300 seconds for example. Don't forget to save your
changes.

You may also want to click the 'open launch configuration' link in the server settings view. On the arguments
tab you can change the amount of memory available to the VM to avoid PermGen out of memory errors:

-XX:MaxPermSize=512M

Now right click on the server and select 'Start' to start the server from within eclipse.

3.5.9.3. Server Logs

You can look at your server logs to look for any errors which may occur on server startup in the following
directory:

~/nuxeo/server/default/log/server.log

For example: One common error is when an instance of the server has failed to stop correctly and you try to
start the server again, you will get an error like:

Port 8083 already in use

In this case you will have to kill the java process from the command line before re-starting the server:

[nuxeo ~/nuxeo] ps aux | grep java


nuxeo 9919 2.4 10.5 777428 297292 ? Sl 15:44 3:37 /usr/lib/jvm/java-6-sun-1.6.0.16/bin/java -Dpro
[nuxeo ~/nuxeo] kill -9 9919

3.5.10. Viewing your changes via the UI

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3.5.10.1. Logging in

Now that your server is running, open up your web browser and go to the url:

http://localhost:8080/nuxeo/

Log in nuxeo with Administrator/Administrator.

3.5.10.2. Viewing your changes

In order to see what results our new jar plugin for the 'Book' document type has produced, we first need to
create a Workspace (Note: A Nuxeo workspace is different from an Eclipse workspace. To understand more
about the basic Nuxeo EP user concepts, see the Nuxeo User Guide). Once you have logged in, click on
'Workspaces' and select 'Create New Workspace'. Give it a title and click 'Create'.

Now click on the workspace you have created, and select 'New Document'. The list of available document types
should now contain 'Book' as one of its types. Select 'Book', and Enter a title, description and ISBN, and upload
a file if you want. Click 'create'.

Congratulations, you have successfully created a new Book type ! You should now see this in your Nuxeo
workspace.

3.5.11. Using Ant


Although we said above that we would use Eclipse purely for development, the sample project does come with
a build.xml file that can be conveniently used within the default installation of eclipse to perform the functions
of building and deploying the jar file. We have already accomplished these two tasks using Maven for the
build, and a unix cp for the deploy, however we will show you how this can also be automated from within
eclipse using Ant.

In order to take advantage of our Ant build.xml file, we first need to tell Ant where to find our server. We will
do this by creating a build.properties file which will be used by Ant to find it. The sample project comes with a
file called 'build.properties.sample' in the ~/workspace/nuxeo-sample-project root directory. We will copy this
file an rename it to 'build.properties' in the same directory:

$ cp build.properties.sample build.properties

Now edit the file and change the line which contains the property: jboss.dir to point to your jboss path. Note
that when using the Nuxeo EP installer, the JBOSS home directory is the same as the Nuxeo EP home
directory. You should use an absolute path for safety. For example if your home is /home/nuxeo and your
server is installed in ~/nuxeo:

jboss.dir=/home/nuxeo/nuxeo

Now within eclipse, select 'build.xml' in the left hand pane, then right click it and choose:

Run>External Tools>External Tools Configuration.

In the pop up window, right click on 'Ant Build' in the left hand pane, then select 'New'. This should result in
the nuxeo-project-sample build.xml task appearing in the configuration. If you click on the 'Targets' tab you'll
see all the tasks defined ('deploy' should be the default, which includes a 'build and copy to jboss' description).
We are going to copy this configuration to make a new configuration that lets us just run the copy task which
will copy our built jar file (which we've already built using Maven) into the nuxeo server plugins directory (ie.
this will automate our 'deploy' which we carried out manually above by using the unix cp command).

Right click on nuxeo-project-sample build.xml in the left hand pane and choose 'Duplicate'. In the "Name" field
type "nuxeo-project-sample build.xml copy jar file to plugins directory" and in the "Arguments" field, type
"copy". Click 'Apply':

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Now when you right click on build.xml and choose Run As> External tools configuration and select your new
'copy' configuration to Run (click the 'Run' Button), you should see the following output in your eclipse
console:

Buildfile: ~/workspace/nuxeo-sample-project/build.xml
copy:
[copy] Copying 1 file to ~/nuxeo/server/default/deploy/nuxeo.ear/plugins
BUILD SUCCESSFUL
Total time: 204 milliseconds

When developing, you will also find it useful not to have to restart jboss when performing changes in xhtml
pages. Since releases 5.1.5 and 5.2-M2, you can add the line facelets.REFRESH_PERIOD=2 to the
nuxeo.properties file in the nuxeo.ear/config folder in your server installation (eg.
~/nuxeo/server/default/deploy/nuxeo.ear/config): pages will be refreshed within 2 seconds.

For hot deploying web sample resources in this same manner from within Eclipse, you should create a new Ant
configuration like we did above for the 'copy' configuration, but use the ant target 'web' as the argument to your
ant task.

3.6. Understanding the sample code

3.6.1. Two types of changes


We can distinguish between 2 types of changes in the section that follow:
i. Configuration-only changes

ii. Configuration plus Java Code changes


Sometimes enhancing Nuxeo simply requires some configuration file changes or additions. In other words, you
can do a lot with Nuxeo by simply changing or adding some configuration. This is one of the nice things about
it. However there are other times we will also need to do a bit more work and add some Java Code to make
some enhancements.

It's just nice to know this from the outset.

3.6.2. The layout of our sample project


Here is the project source layout:

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Getting Started

nuxeo-project-sample
`-- src
|-- main
| |-- java ❶
| | `-- org
| | `-- nuxeo
| | `-- project
| | `-- sample
| `-- resources
| |-- META-INF -- MANIFEST.MF ❷
| |-- OSGI-INF ❸
| | `-- l10n
| |-- directories
| |-- nuxeo.war ❹
| | |-- icons
| | |-- img
| | `-- incl
| | `-- tabs
| |-- schemas
| |-- themes
| '-- workflows
|
`-- test ❺
|-- java
| `-- org
| `-- nuxeo
| `-- ecm
| `-- sample
`-- resources
`-- META-INF
`-- OSGI-INF

❷ The main entry point is the MANIFEST.MF file. It defines variables like Provide-Package,
Require-Bundle, Nuxeo-Require and Nuxeo-Component that tell the Nuxeo EP runtime where everything
is and what they depend on. They define where to load component definitions (our xml configuration
files) with their associated classes and resources. Essentially when the nuxeo runtime is loading up our
new jar file plugin, it looks here first to see where to find everything.
❸ Component definition (xml config) files are by convention located in the OSGI-INF folder. These Nuxeo
EP components mainly consist of extension point configuration (see: Section 3.6.3, “A bit about extension
points”). which add the functionality we want to Nuxeo.

Note
The sample project makes an architectural choice to keep multiple xml configuration files
rather than having all our configuration in a single xml file. We have chosen to group together
like functions (for eg. "UI configuration, "Document type configuration") into separate xml
config files. We could have chosen to put these all together in a single file. It's an
architectural choice for the user in the end.

❶ The extension points (configured in our xml files) may reference one or more of the sample project's
specific classes. They are all defined in the src/main/java folder.
❹ Any dedicated web templates or resources (such as icons etc) that our sample project needs to use, are
defined in the nuxeo.war folder.Note that these resources will be written into the nuxeo.war folder at
deployment time.
❺ Starting and stopping the Nuxeo EP server for testing the features our sample project implements is time
consuming. JUnit test classes can be found in the src/test folder.

3.6.3. A bit about extension points


In much of what follows we will be talking about extension points. A good discussion of extension points is to
be found in the Learning Nuxeo EP5 Guide. But it might help to just briefly qualify what we mean here when
we talk about 'extension points'.

An 'extension point' can be thought of as a point in a class where it asks for information (we also say that the
class 'exposes' extension point) which will allow it then to perform some function. In a sense, the class that is
exposing the extension point is a helper class that allows us to add new functionality just by giving it some
extra information.

A 'contribution' to an extension point is the information that is provided to that class' extension point, that then

Nuxeo EP 5.3 13
Getting Started

enables the class to do its work. Contributions are usually provided by us in an xml configuration file when we
want to get a Nuxeo class that exposes an extension point to do something for us with the information we give
it. Below is a diagram that may help you visualize extension points:

A Bundle is equivalent to a java package like "org.nuxeo.sample" and a Component which exposes an
extension point is like a Java Class (eg. "BookTitleService") or one which contributes to an extension point is
like an xml file "booktitle-contrib.xml" which defines the contribution. The best way to understand this is to
actually see an extension point in action. If you cant wait you can skip ahead to Section 3.6.8, “Enabling
drag&drop creation (plus creating our own extension points)” in which we show how to create a class with its
own extension point exposed, and then how to use it (provide a contribution to it). In any case, in every
example that follows, we will be providing contributions to existing nuxeo class' exposed extension points to
get them to do things for us.

3.6.4. Declaring the 'Book' document type

3.6.4.1. Objective

So away we go. To start with, we would like to declare a new Document type which represents a book (a book
you can buy in a bookshop, a library book etc), that you can select and manage via our 'New Document' button
on our UI:

When you click the 'New Document' button you should see our new 'Book' document type:

Nuxeo EP 5.3 14
Getting Started

This new document type wasn't there before (ie. it doesn't appear in the default out-of-the-box Nuxeo
installation). Our sample project created it. We can split the task of creating our new 'Book' type into 2 parts:
1. Declaring the 'Book' type and creating the schema for this type

2. Displaying it on the UI
In this section we will describe how to declare it and define the schema for it. In the next, we will show how to
display it on the UI. A good reference document for this section, is chapter 5 of the Nuxeo Book: Schemas and
Documents.

3.6.4.2. Creating the 'Book' document type

Declaring the book type and creating its schema, requires only configuration changes (ie. no Java code). The
changes we will need to make are:
1. Create our book schema (book.xsd file)

2. Declare our new 'Book' type in core-types-contrib.xml

3. Tell the container/Nuxeo runtime how to find it (MANIFEST.MF)

3.6.4.3. Declaring the 'Book' schema

We want our 'Book' to be composed of four fields isbn, rating, publicationDate and literals. This is the
schema which defines our 'Book' type. We will declare this schema in a file called
src/main/resources/books.xsd. Here is a snippet from it:
...
<xs:element name="isbn" type="xs:string"/>
<xs:element name="rating" type="xs:int"/>
<xs:element name="publicationDate" type="xs:date"/>
<xs:element name="keywords" type="bk:stringArray"/>
...

We should note however, that a Document in Nuxeo is generally a composite of many schemas. If you look at
the full source of the 'doctype' extension point contribution in the core-types-contrib.xml file of the next
section, you'll see that the book.xsd schema we defined above, is simply one of many schemas that contribute
to making up our new 'Book' document type. But we don't need to define fields like 'Title' or 'Author' in our
schema, because these fields are considered standard fields that have been already well defined in already
existing schemas that are available to us like the dublincore schema.

3.6.4.4. core-types-contrib.xml

Next we will create a file called src/main/resources/OSGI-INF/core-types-contrib.xml which will declare our

Nuxeo EP 5.3 15
Getting Started

new 'Book' type and then link it to the schema which we have just created for it. But more importantly, this
core-types-contrib.xml file provides an 'extension point contribution' to the Nuxeo
org.nuxeo.ecm.core.schema.TypeService. This core Nuxeo class (TypeService) exposes a number of extension
points which is like the Nuxeo class saying "You can add new customized functionality at this point, by
providing this Nuxeo class with the information it needs to add this functionality in for you". For example the
TypeService class exposes the following extension points, for which we can provide contributions:

org.nuxeo.ecm.core.schema.TypeService
|-- doctype (declare a new Document Type)
|-- schema (declare your new Document Type's schema)
|-- type (show your new Document Type on the UI)
|-- ...
|-- etc
|-- ...

Contributions to the doctype and schema extension points, only require the addition of the configuration files
we are defining here (core-types-contrib.xml and book.xsd). Once defined, the TypeService class knows how to
use them to create our new 'Book' type in Nuxeo. All we have to worry about is giving the TypeService the
information it needs.

Here is the corresponding XML snipset extracted from the core-types-contrib.xml file

...
<!-- Declare our schema and give it a name -->
<extension target="org.nuxeo.ecm.core.schema.TypeService"
point="schema">
<schema name="book" src="schemas/book.xsd" prefix="bk">
</extension>
...
<!-- Declare our new Book type and tell it to use
our new book schema -->
<extension target="org.nuxeo.ecm.core.schema.TypeService"
point="doctype">
<doctype name="Book" extends="Document">
...
<schema name="book" >
...
</doctype>
</extension>
...

How do we know what information the TypeService needs ? Fortunately all this is documented here: Extension
Points Documentation (5.1) and here: Extension Points Documentation (5.2) . For example if you click on the
org.nuxeo.ecm.core.schema.TypeService link, you will see all the extension points that it exposes, and how to
configure these in your xml.

3.6.4.5. Adding a reference to our Manifest file

Adding a reference to our core-types-contrib.xml to our manifest tells the container and nuxeo where to find
our changes to add a new 'Book' document type. Here is the relevant snippet:

....
Nuxeo-Component: OSGI-INF/core-types-contrib.xml,
....

3.6.4.6. JUnit Tests

So far we have declared the 'Book' type and schema, but all that means is that Nuxeo knows about it. As it
stands, the user wont be able to see our new 'Book' type unless we explicitly add it to the UI (That's where the
next section comes in). However we can still test what we have done, and in fact it is important to do so. We do
this by writing some junit tests.

There are differences in the way Nuxeo version 5.1 and 5.2 handles new Document types, based on the fact that
changes were made in the repository between the 2 versions.

Nuxeo EP 5.3 16
Getting Started

The TestBookType.java test inherits from RepositoryOSGITestCase in 5.1 and SQLRepositoryTestCase in 5.2,
which both inherit from NXRuntimeTestCase which in turn eventually inherits from JUnitTestCase.

junit.framework.TestCase
|-- ....
|--NXRuntimeTestCase
|--RepositoryOSGITestCase (5.1)
|--SQLRepositoryTestCase (5.2)

The NXRuntimeTestCase is the "raw" testcase which does a lot of OSGI related test setup, and is primarily
concerned with the startup and shutdown of the nuxeo runtime in our tests. The RepositoryOSGITestCase is
used for 5.1, as it handles the JCR implementation of the repository, whereas the SQLRepositoryTestCase is
used for 5.2 as it handles the VCS implementation of the repository (See Nuxeo Book chapter xxxx)

The test for our declaration of the new 'Book' type and its associated schema, is inside the testBookCreation()
method within TestBookType.java, which has inline documentation to explain what each step does.

A useful thing to know is that the RepositoryOSGITestCase methods:


1. coreSession.saveDocument(DocumentModel): saves our Book document to the session in memory

2. coreSession.save(): saves all the session changes to the repository on disk


The session can be thought of as a series of changes that are written to it. Each change written to a session (like
the coreSession.saveDocument() one) is very cheap because it is done in memory. At the end, calling the
coreSession.save() writes all these changes to disk in one hit, which again helps with performance.

3.6.5. Displaying book documents

3.6.5.1. Objective

In this section we want to get our new Book document type to appear on the UI. Again, this involves only
configuration changes (ie. no java coding is necessary). We will end up adding or changing the following files:
1. ui-contrib.xml

2. book.png

3. layout-contrib.xml

4. deployment_fragment.xml

5. MANIFEST.MF

3.6.5.2. Label and Icon

Books are displayed on the screen using a specific icon and label. You can see in second figure in the
Section 3.6.4.1, “Objective” above, the little 16x16 image of a book, followed by the label "Book". This is
achieved by providing an extension point contribution to the TypeService's exposed extension point called
"type" which is responsible for displaying both of these on the UI (see section Section 3.6.4.4,
“core-types-contrib.xml” above for the listing of exposed extension points of TypeService). Note however, that
instead of adding our contribution to the core-types-contrib.xml file as we did when we were declaring our
Book document type, we will instead add this contribution to the ui-types-contrib.xml file. This is so that all the
contributions to do with UI changes can be grouped together separately. Here is the corresponding XML
snipset extracted from the ui-types-contrib.xml file
...
<extension target="org.nuxeo.ecm.core.schema.TypeService"
point="type">
...
<type id="Book" coretype="Book">
...
<label>Book</label>

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Getting Started

<icon>/icons/book.png</icon>
...
</type>
...
</extension>
...

The attribute id="Book" must match the "doctype name" declared in the core-types-contrib.xml declared above.
The coretype="Book" attribute is now optional in 5.2, but if it is present, its value must match the id attribute's
value.

Note
Test it: if you want to see the effect of the <label> value on the UI, change it from 'Book' to
something else and redeploy and restart your server (ie. run a $ mvn clean install to rebuild your jar
file and then copy it into the plugins directory and restart your server).

Also, we need to put our little 16x16 icon "book.png" in the src/main/resources/nuxeo/icons directory for it to
be deployed correctly to the server (where it will ultimately end up in the
~/nuxeo/server/default/deploy/nuxeo.ear/nuxeo.war/icons directory).

In order to ensure that it does indeed end up there, we need to make sure we have the following line in the
OSGI_INF/deployment_fragment.xml file:

<!-- Unzip the war template -->


<unzip from="${bundle.fileName}" to="/">
<include>nuxeo.war/**</include>
</unzip>

3.6.5.3. Adding a reference to our Manifest file

Adding a reference to our ui-contrib.xml to our manifest tells the container and nuxeo where to find our new
additions. Here is the relevant snippet:

....
Nuxeo-Component: OSGI-INF/core-types-contrib.xml,
....
OSGI-INF/ui-contrib.xml,
....

Note that the order of these components matters, because our ui-contrib.xml depends on the
core-types-contrib.xml.

3.6.5.4. How to display our Book's fields on our UI

Remember above ( Section 3.5.10.2, “Viewing your changes”) we had to create a new Nuxeo Workspace in
which to create our new Book document. The rules that determine where we can display our new Book
document on the UI are actually defined in our ui-types-contrib.xml file as well.

We will make a rule that Book documents can be displayed under Nuxeo folders or workspaces. These
containment rules are declared to the exposed extension point called "types" in the
org.nuxeo.ecm.platform.types.TypeService class. Note that this is a different "TypeService" class than the
one above (check the fully qualified path name !). Documentation for the extension points exposed by this class
can be found here: org.nuxeo.ecm.platform.types.TypeService

We will define this extension point contribution in the ui-types-contrib.xml file as well because our
contribution relates to UI changes. Here is the XML snipset extracted from the ui-types-contrib.xml that
defines them.
...
<extension target="org.nuxeo.ecm.platform.types.TypeService"
point="types">

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...
<type id="Folder" coretype="Folder">
<subtypes>
<type>Book</type>
</subtypes>
</type>
<type id="Workspace" coretype="Workspace">
<subtypes>
<type>Book</type>
</subtypes>
</type>
...
</extension>
...

Again, the "coretype" attribute must contain a value that relates to one of the Nuxeo Core Types or a Type that
we have created ourselves like 'Book'.

3.6.5.5. The Layout of our Book document UI

3.6.5.5.1. Defining which layout(s) to use


Aside from displaying the little book icon and "Book" label on the screen where our Book types are accessible,
we can now proceed to the more magnanimous task of defining how the UI for creating/editing or viewing a
Book document looks like. For eg: Creating a new Book:

Viewing an existing Book:

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We do this by defining the <layout> template(s) to use in our ui-contrib.xml file. This is an additional
contribution to the same "types" exposed extension point in the same
org.nuxeo.ecm.platform.types.TypeService class as above:

...
<extension target="org.nuxeo.ecm.platform.types.TypeService"
point="types">
...
<type id="Book" coretype="Book">
...
<layouts mode="any">
<layout>heading</layout>
<layout>book</layout>
<layout>file</layout>
</layouts>
...
</type>
...
</extension>
...

The "layouts" section defines what <layout> templates Nuxeo will use to display your Book document type on
the UI. The individual <layout>s (which we will see in the next section) define what fields are shown and how
they are shown. The snippet above shows that we are using 3 layouts which Nuxeo will combine in order from
top to bottom on the screen. For example in the first picture in Section 3.6.5.5, “The Layout of our Book
document UI” above, the "header" <layout> is responsible for displaying the fields in the top part of the UI.
You will note that these include "Title" and "Description" fields which are part of the dublincore schema of our
book. The "book" <layout>, displays our "ISBN" field from our book schema. Lastly the "file" <layout>
displays the "Content" section where the user can choose to upload a file.

Note
Test it: remove the two lines:

<layout>heading</layout>
<layout>file</layout>

then rebuild your jar, redeploy to the plugins directory and restart your server.

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We will define the "book" <layout> in the next section, but the "header" and "file" <layout>s come standard
with Nuxeo.

3.6.5.5.2. Defining our custom "book" layout


In the section above we told Nuxeo that we would define a <layout> called "book" which would describe what
Book fields we wanted to see on the UI. In this section we will show you what that <layout> definition looks
like. We want the ISBN book field to be displayed onto our UI when the user is creating a new book or editing
or viewing it content. This is achieved by defining a layout in a new file we will create called
layouts-contrib.xml which will group together all our layouts. Indeed, all we are doing is contributing to the
"layouts" extension point of the WebLayoutManager class. Each particular layout is defined inside this
extension point. Here is the XML extracted from the layouts-contrib.xml file that registers our layout with
the WebLayoutManager:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.layouts">
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="book">
<templates>
<template mode="any">/layouts/layout_default_template.xhtml</template>
</templates>
<rows>
<row>
<widget>isbn</widget>
</row>
</rows>
<widget name="isbn" type="text">
<labels>
<label mode="any">ISBN</label>
</labels>
<translated>false</translated>
<fields>
<field>bk:isbn</field>
</fields>
<widgetModes>
<mode value="create">edit</mode>
<mode value="any">view</mode>
</widgetModes>
</widget>
</layout>
</extension>
...

In a layout we define rows of widgets (elements that are seen on the UI). We have one row with the "isbn"
widget.

Each widget definition (in our case we only have one widget - the isbn widget) is then provided in the
<widget> section of our xml file. A widget definition contains:

A "type": (eg. "text") which defines how the widget is displayed on the UI (eg. a text entry box in edit mode or
a text string in view mode).

The <labels> section defines what labels you would like to appear next to the widget. You can define a
different label for each "mode". For eg. in 'edit' mode you could have 'Please enter an isbn number:' and in
'view' mode you could have 'ISBN number entered:'. In our case we have a "mode" of 'any' which means
display the same label in all modes.

The "fields" section describes which fields in our schema to map the widget to. In our case we are mapping to
our "book" schema's isbn field.

Lastly the "widgetMode" node tells us which modes our widget will appear in on our UI (in our case the 'edit'
and 'view' modes).

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3.6.5.6. MANIFEST.MF

Don't forget to add entries into your MANIFEST.MF file to reference the new files you have created:

....
Nuxeo-Component: OSGI-INF/core-types-contrib.xml,
OSGI-INF/ui-contrib.xml,
OSGI-INF/layouts-contrib.xml,
....

3.6.5.7. Unit Tests

It is possible to install Selenium to test our new UI changes as it is difficult to write JUnit tests to do so. For
now, we suggest just starting up the Nuxeo server and going in and verifying that your changes work by
creating a new Book document and seeing if you can view it.

3.6.5.8. Summary

In this section we described how to get the our Book document's fields to be displayed on the screen, and how
to display them.

3.6.6. Actions, tabs and behavior

3.6.6.1. Objective

We can add tabs to the different views a user has in the Nuxeo UI and associate different behaviors with each
tab.

In this section we will describe how to add 2 tabs:


1. A "Books" tab to the workspace view: When you click on a workspace, you will see a number of tabs.
We will insert a "Books" tab that lets you do certain book associated tasks, like viewing all the books in
the folder and searching for all books with a particular keyword (see: Section 3.6.7, “Making book
documents indexable and searchable” ).

Note
Searching on a keyword assumes these keywords have been setup somewhere and
somehow. We will just assume this in this section. We show you how to set up the
keywords in Section 3.6.11.5, “Directories and Vocabularies”

2. A "Book" tab to the book view: When you click on a book item that you have already created, you will
also see another tab called 'Book' which allows you to edit some of the Book's properties and attach
Keywords to the book (these are the keywords we can search on in the "Books" tab above).

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It is the first time also that we will be using some Java code in addition to configuration changes/additions. The
java code will help us implement some of the custom behavior we want. However we will not focus on this, as
it is important to understand that you can do a lot with just the configuration changes that we will explain.

A good reference for this section is Section 7.1, “Introduction”

3.6.6.2. Configuration

Our configuration happens in a file called actions-contrib.xml. In this file we provide a contribution to the
extension points called "actions" and "filters" on the ActionService class. Here is the actions-contrib.xml file:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.actions">
<extension target="org.nuxeo.ecm.platform.actions.ActionService" point="actions">
<action id="tab_book_view"
link="/incl/tabs/book_view.xhtml" enabled="true"
label="Book" icon="/icons/file.gif" order="9">
<category>VIEW_ACTION_LIST</category>
<filter id="book_filter">
</filter>
</action>
<action id="tab_folder_books_list"
link="/incl/tabs/folder_books_view.xhtml" enabled="true"
label="Books" icon="/icons/file.gif" order="15">
<category>VIEW_ACTION_LIST</category>
<filter id="workspace_books_filter">
<rule grant="true">
<type>Folder</type>
<type>Workspace</type>
</rule>
</filter>
</action>
</extension>
<extension target="org.nuxeo.ecm.platform.actions.ActionService" point="filters">
<filter id="book_filter" append="true">
<rule grant="true">
<type>Book</type>
</rule>
</filter>
</extension>
</component>

The first thing to note are the 2 extension point contributions "actions" and "filters".

The "filters" extension point: is where you can add a "filter". Filters are generally are used to change the access
rights to a tab. We name and create filters in this section when our filter is particularly complex (and we then
want to separate it, define it, and call it by name from the "actions" extension point), or when we just want to
re-use a particular filter, and therefore we can again reference it by its name.

Our example filter in actions-contrib.xml called "book_filter", is saying that if a Document is a child of the
"Book" type, then grant access (visibility) to this tab. This example shows how filters can be used to manage
access rights to tabs. It is convenient, as the user does not have to write Java code to deal with permissions.

The "actions" extension point: is used to configure what action to take when it is selected. The action id names
the action. If you hover your mouse over the "Book" tab in the Book view (select a book that you have already

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created and then hover your mouse over the "Book" tab on the next screen), you'll see that the url contains the
action id.

The "link" attribute identifies which action to call when your tab is selected. The link here specifies a JSF page
called book_view.xhtml. We will describe this JSF page in brief in a following section. For now, all we need to
know is that clicking the "Book" tab will request this action. The "enabled" attribute is also important, because
it defines whether or not a tab will be visible to the user or not. So we can turn the visibility of tabs on and off
with this attribute which is quite useful. The "label" is the text that will appear on the tab, and the "icon" is the
icon associated with the tab.

The "category" node defines a pre-defined place on the page on which to display your tab. Common values are:
1. VIEW_ACTION_LIST: used for tabs

2. USER_SERVICES: used to display actions in the top right corner of every page

3. SUBVIEW_UPPER_LIST: used to display actions just below a document tabs listing


See Section 7.2.2.2, “Manage category to display an action at the right place” for more information.

The "filter" node is also important. You can define either an inline filter (as has been done with the
"tab_folder_books_list" action), or you can just call a named filter (which is what the "tab_book_view" action
does). The "filter" nodes define what filters to associated with this action. For the "tab_book_view" action, our
filter allows the user access to the tab only if the document is a child of the Book type.

3.6.6.3. JSF/Java

The actions-contrib.xml file above, calls the book_view.xhtml and folder_books_view.xhtml jsf pages as its
actions. (Note that tab's templates are defined into the folder nuxeo.war/inc/tabs.) Without going into detail,
you can see from the snippet below that the jsf looks a lot like html, but with the use of jsf tags like
<h:outputLabel value="keywords"> instead of html.

Note also that these templates get their model using the BookManagerBean which implements book behaviours.
You'll see that anything with the "#{}" around it is a call to the BookManager.java class.

3.6.6.4. Summary

In this section we saw how to add tabs with access permissions and behaviors using contributions to the
"actions" and "filters" extension points on the ActionService class. Don't forget to add a line to your
MANIFEST.MF to include the actions-contrib.xml file. The next section includes details of how the
"Books" tab page is used.

3.6.7. Making book documents indexable and searchable

3.6.7.1. Objective

We want to allow our book to be searchable via the Nuxeo UI. There is a little 'search box' in the top left corner
of our Nuxeo UI. You don't need to do anything specific to have this search, search any of your book
documents.

However, in the section below, we will show how to do a customized search that you can set up
'programatically'. To do this we need to do 4 things:
1. Tell Nuxeo which fields from our Book schema to index. Indexing means that these fields can be
searched when a user does a search. Note however, that this first step is only necessary in Nuxeo 5.1. In
Nuxeo 5.2 you no longer have to tell Nuxeo which fields to index in your Document schema, because it
will index all fields by default.

2. We also need to tell Nuxeo how to search. For example, should we search with 'Starts With' or 'Contains'
and which fields should we search.

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3. Then we need to tell Nuxeo what Java class will be doing the searching for us.

4. Finally we will need a page on the UI to show our search options and display our search results.
A good reference for this section is Section 11.1, “Introduction”.

3.6.7.2. Indexing

Our first step is to tell Nuxeo which fields in our Book schema we want indexed. These indexed fields will be
the ones that can be searched. This step is only necessary in Nuxeo 5.1. In 5.2, all fields from our Book schema
will be searchable by default.

To tell Nuxeo which fields to index, we register an extension point contribution to the extension point called
"indexableDocType" on the SearchServiceImpl class. We do this in a file called the search-contrib.xml file.
Don't forget that we need a reference to this in our MANIFEST.MF as it is a new file. Here is the contents of
the search-contrib.xml:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.search">
<extension
target="org.nuxeo.ecm.core.search.service.SearchServiceImpl"
point="indexableDocType">
<indexableDocType indexAllSchemas="true" name="Book" />
</extension>
</component>

As you can see we are telling the SearchServiceImpl class to index all fields on all schemas that make up our
Book document. So all fields of our book will be searchable.

3.6.7.3. Query Model

Next we need to tell Nuxeo how we want to search. This is called our 'Query Model'. The query model lets us
define our search in an 'SQL-like' way so that we can specify our search parameters. An example in
pseudo-code might be:

"select all Book documents where the user's input string matches one of the book's keywords.".

To do this, we register a 'Query Model' with the "model" extension point of the QueryModelService. We can do
this by creating a new file called querymodel-contrib.xml and specifying the search "pattern":

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.querymodels">
<extension
target="org.nuxeo.ecm.core.search.api.client.querymodel.QueryModelService"
point="model">
<queryModel name="BOOK">
<pattern>
SELECT * FROM Document WHERE ecm:primaryType = 'Book' AND ecm:path STARTSWITH ? AND
bk:keywords = ?
</pattern>
<sortable value="true" defaultSortColumn="dc:title"
defaultSortAscending="true" />
</queryModel>
</extension>

</component>

The query language that we use in the "pattern" attribute is called NXQL and more documentation about it can
be found here: Section 11.3.1, “Fields and literals” .

3.6.7.4. Tell nuxeo about our search class

After we have setup our query model, we need to register the Java Class that will be invoking this query model

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(and dealing with the results of the query), with the "model" extension point of the ResultsProviderService.
Again we do this in a new file called: resultsprovider-contrib.xml. Here are the contents of that file:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.resultsproviders">
<extension
target="org.nuxeo.ecm.webapp.pagination.ResultsProviderService"
point="model">
<resultsProvider name="BOOK" farm="bookResultsProviderFarm" />
</extension>
</component>

Notice that the "farm" attribute points to the src/main/java/BookResultsProvider.java class that we have written.
This class will be the class that retrieves the query model we setup above and uses it to perform our customized
search.

3.6.7.5. Displaying our Search Results

Finally having set up our search, we need a page to display the search options and show the results of our
search on the UI. We do both these things on the same page: Books are both searched for, and listed, in the
book's tab using the resultsProviderCache which we can access in the folder_books_view.xhtml JSF page we
setup above: Section 3.6.6.2, “Configuration”

...
<nxu:methodResult name="provider"
value="#{resultsProvidersCache.get('BOOK')}">
<h:form>
<ui:decorate template="/pagination/pageNavigationControls.xhtml">
<ui:param name="provider" value="#{provider}" />
</ui:decorate>
</h:form>
<h:dataTable var="bookinfo" value="#{provider.currentPage}"
...
</h:dataTable>
...

The following screen shot shows the results of our handiwork:

Note: you can setup your books to appear in this screen like this by selecting a book that you have already
created, going to the "Book" tab and entering in Keyword and Note for your book. Then clicking on a Keyword
searches for all the books that contain that keyword if it was entered against them on the "Book" tab.

3.6.7.6. JUnit Tests

3.6.8. Enabling drag&drop creation (plus creating our own extension points)

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3.6.8.1. Objective

Nuxeo makes it easy to enable drag and drop so that dragging a file onto a workspace will automatically create
a Book document. In this section we will show you how to enable drag and drop in Nuxeo.

Note
You will need to install the nuxeo drag and drop plugins for Firefox or Internet Explorer for drag
and drop to work. You can download these at:
• Firefox Extension

• Internet Explorer Extension

As by-product of explaining how to enable drag and drop in Nuxeo in this section, we will see how to create
our own Service and create an extension point on that service. So far we have been only providing
contributions to existing extension points in services within Nuxeo. But this section gives us the opportunity to
1. Create our own service with its own exposed extension point

2. Provide a contribution to our own exposed extension point

3.6.8.2. Notification for drag and drop events

But first, before we create our own service with its own extension point, let us again begin by providing an
extension point contribution to an existing Nuxeo service. By providing an extension point contribution to the
"plugins" extension point on the FileManagerService class, we can have this class notify us when a drag and
drop event occurs. We will put this contribution in the filemanager-contrib.xml file:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.filemanager">
<extension
target="org.nuxeo.ecm.platform.filemanager.service.FileManagerService"
point="plugins">
<plugin name="book_plugin"
class="org.nuxeo.project.sample.BookFileManagerPlugin">
<filter>image/gif</filter>
<filter>image/jpeg</filter>
</plugin>
</extension>
</component>

The BookFileManagerPlugin has requested that the FileManagerService call the BookFileManagerPlugin
class whenever a gif or jpeg upload (drag and drop) occurs. The notification takes the form of calling the
BookFileManagerPlugin's create() method.

3.6.8.3. Registering our own Service

Now we get to register our own service with its very own extension point exposed. This service is called by our
BookFileManagerPlugin when it has been notified by the Nuxeo FileManagerService that a ".gif" or ".jpeg"
has been dragged and dropped onto the UI. The BookFileManagerPlugin will use this Service to help it create a
new Book document from the uploaded file.

We will register the service in the booktitle-service-contrib.xml file as follows:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.BookTitleService">
<implementation class="org.nuxeo.project.sample.BookTitleServiceImpl" />
<service>
<provide interface="org.nuxeo.project.sample.BookTitleService" />
</service>

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<extension-point name="title">
<object class="org.nuxeo.project.sample.BookTitleDescriptor" />
</extension-point>
</component>

In creating this xml configuration, we are defining a new nuxeo <component> called
org.nuxeo.project.sample.BookTitleService which defines a new service called BookTitleService whose
<implementation> class is the org.nuxeo.project.sample.BookTitleServiceImpl class. Furthermore, we
define an <extension> point on our component called "title", which we will map to a java class called
BookTitleDescriptor.

Ok. Now when we define our extension point contribution, which we will do in the booktitle-contrib.xml
file, the fields in this xml file should map to the annotations in our BookTitleDescriptor. This is essentially
how you find out what information your extension point requires:

Table 3.1. Extension Point

booktitle-contrib.xml BookTitleDescriptor.java

<?xml version="1.0"?> package org.nuxeo.project.sample;


<component name="org.nuxeo.project.sample.booktitle">
<extension import org.nuxeo.common.xmap.annotation.XNode;
target="org.nuxeo.project.sample.BookTitleService"
import org.nuxeo.common.xmap.annotation.XObject;
point="title">
<configuration> @XObject("configuration")
<addInitialCapital>true</addInitialCapital> public class BookTitleDescriptor {
<removeExtension>true</removeExtension>
<addComment>(automatic)</addComment> @XNode("addInitialCapital")
</configuration> protected boolean addInitialCap;
</extension>
</component> @XNode("addComment")
private String addComment;
public String getAddComment() {
return addComment;
}
private boolean remove;
@XNode("removeExtension")
protected void setRemoveExtension(boolean remove) {
this.remove = remove;
}
public boolean getRemoveExtension() {
return remove;
}
}

So the flow of events when a ".gif" or ".jpeg" document is dragged onto the Nuxeo UI is as follows:

The FileManagerService notifies the BookFileManagerPlugin by calling its create() method. To do its work
of creating a new Book document, the BookFileManagerPlugin class calls the BookTitleService's
correctTitle(title) method, passing it the name of the file that was uploaded. The BookTitleService then
retrieves the values provided by the "title" extension point which are set in the booktitle-contrib.xml file,
and uses these to correct the title (ie. Change the first letter to a capital, removes the file extension - eg. ".gif"),
and adds a comment, before creating a new Book document with this title and saving it to the repository.

FileManagerService
|-- BookFileManagerPlugin.create()
|--BookTitleServiceImpl.correctTitle(title)
|-- BookTitleDescriptor (get values from booktitle-contrib.xml config)
|-- create the title base on the values
|-- create the new Book with this title in the repository

3.6.8.4. JUnit Tests

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The Sample Project contains a class called TestBookTitleService which tests whether our new configuration
and java changes for creating our new BookTitleService service works.

3.6.8.5. Differences between 5.1 and 5.2

If you look at the source code of the BookFileManagerPlugin in the 5.1 vs 5.2 branch, you will notice that in
5.1 it extends AbstractPlugin whereas in 5.2 it extends AbstractFileImporter. The AbstractPlugin is
deprecated in 5.2.

The BookManager and BookMangerBean classes have import(s) changed from 5.1 to 5.2:

import org.jboss.seam.annotations.WebRemote; (5.1)


import org.jboss.seam.annotations.remoting.WebRemote; (5.2)

and

import org.jboss.seam.core.FacesMessages; (5.1)


import org.jboss.seam.faces.FacesMessages; (5.2)

As these have changed packages between the jboss versions used between 5.1 (4.0.5) and 5.2 (4.2.3).

The BookManager interface has been changed to return a DocumentModelList instead of a ResultSet

public ResultSet getSearchResults() throws Exception; // (5.1)


public DocumentModelList getSearchResults() throws Exception; //(5.2)

and the BookManagerBean which implements the BookManager interface, has had its code updated accordingly,
and also been made Serializable. The reason is that SearchService is not used anymore. Now queries are
executed with the method query() from the CoreSession, and this new method returns a DocumentModelList
instead of a ResultSet.

The BookResultsProviderFarm has also been made Serializable in 5.2, and had its call to getResultsProvider()
updated.

3.6.9. Regulating book states

3.6.9.1. Objective

We want to make Books be regulated by the standard life cycle ( project, approved, obsolete, deleted
states). As defined in the Chapter 4 of the Nuxeo User's Guide "The evolution of a document, each time
contributors edit it, constitutes its life cycle ... To change the life cycle state of a document, you need to submit
it to a workflow.". You can find out more about life cycles and workflows from the user's perspective by
reading Chapter 4 of the Nuxeo User's Guide .

In this section we will show you just how to register a document to the default life cycle states. To get it to
actually transition between these states will be discussed in a separate section on Section 3.6.10, “Workflow” .

3.6.9.2. How to

We can get a Book to follow the Nuxeo standard lifecycle by declaring to the "types" extension point of the
LifeCycle Service that Books follow the "default" life cycle. Here is the lifecycle-contrib.xml file

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.lifecycles">
<extension target="org.nuxeo.ecm.core.lifecycle.LifeCycleService"
point="types">
<types>
<type name="Book">default</type>
</types>
</extension>

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</component>

Getting your new Book document type to follow the standard Nuxeo lifecycle is as simple as that. Don't forget
that a reference to the lifecycle-contrib.xml file also needs to go in the MANIFEST.MF file.

3.6.9.3. JUnit Tests

We can also write a JUnit Test to test our life cycle contribution. If you look in the sample project's src/test/java
directory you'll see a test class called TestBookLifeCycle.java. It is self documented for you to follow the steps.

3.6.10. Workflow

3.6.10.1. Objective

3.6.10.2. Workflow in 5.1

TO DO (code not yet implemented in 5.1 branch either)

3.6.10.3. Workflow in 5.2

TO DO (code exists in 5.2 branch)

3.6.11. Listening for events

3.6.11.1. Objective

Event Listeners are java classes that get notified by nuxeo when a particular type of event (that they are
"listening" for) occurs. In this section we will show you how to create your own Event Listener java classes to
listen for particular events and then to do something useful when the event occurs.

3.6.11.2. Registering event listeners

Event Listeners are registered as contributions to the extension point "listener" on the EventServiceComponent
class (in 5.2) or on the CoreEventListenerService class (in 5.1). In the sample project we have registered these
event listeners in the event-listener-contrib.xml file. These contributions are basically registering a java
class that you will write (our "EventListener" classes), that will get notified when a particular event occurs. The
event or events that your customized class listens for can be specified by the <event> tag in the xml. Here is the
listing of event-listener-contrib.xml:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.event-listeners">
<extension target="org.nuxeo.ecm.core.event.EventServiceComponent"
point="listener">
<listener name="book_create" async="false" postCommit="false"
class="org.nuxeo.project.sample.BookEventListener">
<event>emptyDocumentModelCreated</event>
</listener>
<listener name="book_update_isbn" async="false" postCommit="false"
class="org.nuxeo.project.sample.BookISBNEventListener" order="157">
<event>documentCreated</event>
<event>documentModified</event>
</listener>
</extension>
</component>

As we can see above are 2 event listeners in the sample project:


1. BookEventListener: which listens for an 'emptyDocumentModelCreated' event

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2. BookISBNEventListener: which listens for both documentCreated and documentModified events

3.6.11.3. BookEventListener

Our BookEventListener class will get notified whenever a emptyDocumentModelCreated event occurs. In other
words, when the user clicks the 'New Document' button, it will get notified. The class itself is very simple. It
implements the EventListener interface, which means that we must implement a handleEvent(Event event)
method in our event listener, which is passed the event that has occurred:

public void handleEvent(Event event) throws ClientException {


EventContext ctx = event.getContext();
if (ctx instanceof DocumentEventContext) {
DocumentEventContext docCtx = (DocumentEventContext) ctx;
DocumentModel doc = docCtx.getSourceDocument();
if (doc != null) {
String type = doc.getType();
if ("Book".equals(type)) {
process(doc);
}
}
}

This method checks to see if our Document type is a 'Book' and if it is, it calls the process(doc) method (not
shown), passing it the Book document, which does all the work of creating some default values for the Book's
'Title' and 'Description' fields. The user sees these as 'Sample Book' and the '(Created on 2009-01-01)' in the
editable Title and Description fields respectively on the screen where a new Book is being created. The user
can overwrite these values if they wish.

3.6.11.4. BookISBNEventListener

The BookISBNEventListener class listens for documentCreated and documentModified events. When it is
notified that one of these events has occurred, once again its handleEvent() method is called. After checking
that the event applies only to Book document types, it calls its process() method do deal with these events.

It is at this point that we can see that it that we need to digress a little, to explain what is happening next. That is
because it starts doing things with a DirectoryService and a Vocabulary.

3.6.11.5. Directories and Vocabularies

The sample project defines an extension contribution to the SQLDirectoryFactory class called "directories" in
the file directories-contrib.xml whose contents are listed below:

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.directories">
<extension target="org.nuxeo.ecm.directory.sql.SQLDirectoryFactory"
point="directories">
<directory name="book_keywords">
<schema>vocabulary</schema>
<idField>id</idField>
<dataSource>java:/nxsqldirectory</dataSource>
<table>book_keywords</table>
<!-- one of "never", "on_missing_columns" or "always" -->
<createTablePolicy>on_missing_columns</createTablePolicy>
<dataFile>directories/book_keywords.csv</dataFile>
</directory>
</extension>
</component>

In Nuxeo, a Directory is a programmatic abstraction that let's us deal with any relational database, regardless of
the actual underlying implementation (some examples might be certain implementations of ldap, databases, csv
files etc). The chapter on Directories and Vocabularies in the nuxeo book, contains a convenient diagram in the
Introduction section which diagrams this abstraction. A The "directories" extension contribution contained in
the directories-contrib.xml file shown above, defines a new directory called "book_keywords". This
directory is based on the <vocabulary> schema, which is a core nuxeo schema and can be found in the
vocabulary.xsd file in the ~/nuxeo/server/default/data/NXRuntime/schemas/ directory under your server
installation. If you look at this schema you'll see it contains 4 fields: id, label, obsolete and ordering. The <id>

Nuxeo EP 5.3 31
Getting Started

xml node in the directories-contrib.xml defines which of these 4 fields is the key field.

The other xml nodes define the other aspects of the book_keywords directory that we are defining. The
<dataFile> node defines that we will keep the initial data that will populate this directory in the
book_keywords.csv file. If you browse to that file in the sample project you'll see its contents:

id, label, obsolete


"1","Novel",0
"2","Bestseller",0
"3","Academic",0

The <dataSource> node points to the actual implementation of our directory and where our data will be really
stored. In our case we are using the default nuxeo sql data source and naming the table that holds our data in
this dataSource <table>book_keywords</table>. Finally the <createTablePolicy> node, takes a value of
on_missing_columns, which means that nuxeo will load the contents of your book_keywords if your
book_keywords schema is updated. Thus when the server is first started, and no data exists in the table, the
book keywords will be loaded in. Then if the server is restarted, no changes will be made to the database unless
the schema has been changed.

So we have defined a Directory that will hold our book keywords that we get from our book_keywords.csv
file. What do we then do with this Directory ? We can see what happens when we look at the process() method
of BookISBNEventListener. Whenever a document is created or modified, our process() method gets a
DirectoryService to our "book_keywords" directory. It then matches the value of the ISBN field of our book
against the value of the id column of our book_keywords data (the call to dir.getEntry() will use the value of
the key field 'id' defined in our book_keywords directory to match against).

dir = dirService.open("book_keywords");
DocumentModel entry = dir.getEntry(isbn);

If there is no match (the entry returned is null), it will create a new entry in our directory with the isbn as the
"id" and the title as the "label". The mapping between our Book and our book_keywords fields is shown in the
table below:

Table 3.2. Book v Book Keywords mapping

Book (Document) field book_keywords (Directory) field


isbn id
title label

If you look at the rest of the code in the process() method of BookISBNEventListener, you'll see that if there is
a match between the isbn of the book and the id of the book_keywords, it will update the label of the matching
book_keyword entry with the title of the matching book.

So that explains what BookISBNEventListener does, and what all the Directory/Vocabulary code in the sample
project is about. The page that actually uses this code is the search facility of the 'Books' tab described in the
Section 3.6.6, “Actions, tabs and behavior ” section above.

3.6.11.6. JUnit Tests

TO DO

3.7. Starting a new project


The goal of the nuxeo-archetype-start template is to setup a Nuxeo EP plugin development environment. The
template provides: a maven layout for sources, tests and dependencies, an Ant target for deployment. It also
customizes the web application a litte bit.

Start the “new maven project” wizard from the menu File > New > Maven project. Enable your eclipse for

Nuxeo EP 5.3 32
Getting Started

using Nuxeo EP's by addind a remote archetypes catalog using the configure dialog. The URL to be used is as
follow http://maven.nuxeo.org/nuxeo-release/. Select the archetype type nuxeo-archetype-start and the nuxeo's
version you want your project based. Set the artifact parameters according to your organisation rules.

3.8. Using Documentation

• The Nuxeo Book is getting to be the most complete source of information around Nuxeo EP, both for
beginners and advanced developer. It is a good start.

• The extension point documentation is also very useful: although you may find it rough, it is the best way
to evaluate the Nuxeo extensibility potential, and one should always start with a quick look around all the
extension points, to "think Nuxeo" before starting a new project, and not reinventing the wheel.

• The wiki: we try to reference all the documentation from the wiki welcome page, and you will find
tricks, howtos, etc. If you want to have a writer account to help update the content, ask on the Nuxeo's
mailing list.

3.9. Other IDEs: IntelliJ IDEA and NetBeans

3.9.1. IDEA
IntelliJ IDEA from Jetbrains is a very lovable IDE for Java that has many fans in the Java developers
community. It is unfortunately not open source.

To start using IDEA for coding on the Nuxeo project, you just need to type mvn idea:idea from your top-level
source directory: Maven will download all the dependencies, then generate the configuration files needed by
IDEA and you will be able open nuxeo-ecm.ipr from IDEA.

Note
At the time of this writing, IDEA will report some (spurious) compilation failures and you won't be
able to compile the whole application from IDEA. You can still use IDEA with the current
configuration to write Java code ("with pleasure"), and use Ant and/or Maven to build/deploy the
application.

3.9.2. NetBeans
NetBeans is an open source IDE from Sun.

If you're using NetBeans 6 or later, you will be able to download a Maven 2 support plugin from NetBean's
"Update Center", and with it, start coding on Nuxeo EP very quickly.

Nuxeo EP 5.3 33
Chapter 4. General Overview

4.1. Introduction

4.1.1. Architecture Goals


When we started building Nuxeo EP, we defined several goals to achieve. Because these goals have a structural
impact on Nuxeo EP platform it is important to understand them: it helps understanding the logic behind the
platform.

4.1.1.1. Flexible deployment on multiple targets

An ECM platform like Nuxeo EP can be used in a lot of different cases.

The deployment of Nuxeo EP must be adapted to all these different cases:


• Standard ECM web application

This is the most standard use case. The web browser is used to navigate in content repositories.

• All services are deployed on an Application server

• In order to be easily hostable, the platform needs to be compatible with several application servers

• Complex edition or rich media manipulation

In this case having a rich client that seamlessly communicates with other desktop applications and offers
a rich GUI is more comfortable than a simple web browser.

• Interface is deployed on a rich client on the user desktop

• Services and storage are handled on the server

• Offline usage

In some cases, it is useful to be able to manipulate and contribute content without needing a network
connection.

• GUI and some services (like a local repository) need to be deployed on the client side

• Server hosts the collaborative services (like the workflow) and the central repository

• Distributed architecture

In order to be able to address the needs of large decentralized organizations, Nuxeo EP must provide a
way to be deployed on several servers on several locations

• Scale out on several servers

• Dedicate servers to some specific services

• Have one unique Web application accessing several decentralized repositories

• Use Nuxeo EP components from another application

When building a business application, it can be useful to integrate services from Nuxeo EP in order to
address all content oriented needs of the application.

• Provide web service API to access generic ECM services (including repository)

Nuxeo EP 5.3 34
General Overview

• Provide EJB3 remoting API to access generic ECM services (including repository)

• Provide POJO API to generic ECM services

There are certainly a lot of other use cases, but mainly the constraints are:
• Be able to choose the deployment platform: POJO vs Java EE

As first deployment targets we choose

• Eclipse RCP: a rich client solution that uses a POJO (OSGi) component model

• JBoss Application Server: a Java EE 5 compliant application server

• Be able to choose the deployment location of each component: client side vs server side

The idea is to be able to deploy a component on the server side or on the client side without having to
change its code or its packaging

4.1.1.2. Leverage CPS experience

Before building Nuxeo EP we worked during several years on the Zope platform with the CPS solution. CPS
was deployed for a lot different use cases and we learned a lot of good practices and design patterns. Although
Nuxeo EP is a full rewrite of our ECM platform, we wanted to keep as many of the good CPS concepts as
possible.
• Concept of schemas and documents

Inside CPS most of the data manipulated was represented by a document object with a structure based on
schemas.

This concept is very interesting:

• Schemas enforce structure constraints and data integrity but also permit some flexibility.

When defining a schema you can specify what fields are compulsory, their data types etc, but you can
also define some flexible parts of the schema.

• Share API and UI components for Documents, Users, Records ...

Because the Document/Schema model is very flexible it can be used to manipulate different types of
data: like Users, Records and standards documents.

From the developer's perspective this permits using the same API and be able to reuse some UI
components

From the users' perspective it gives the application some consistency: because the same features and
GUI can be used for all the data they manipulate.

• Actions and Views

Because CPS was very pluggable, it was possible to easily define different views for each document type
and also to let additional components contribute new actions or views on existing documents.

Nuxeo EP has a similar concept of views and actions, even if technically speaking the technologies are
different.

• Lazy fetching and caching

Because ECM applications make a very intensive use of the repository and often need to fetch a lot of
different documents to construct each page, the way the document retrieval is handled if very important

Nuxeo EP 5.3 35
General Overview

to have a scalable application.

With CPS we worked a lot on caching and lazy fetching.

With Nuxeo EP we incorporated this requirement from the beginning:

• Distributed caching

• Lazy fetching on schemas and fields

4.1.1.3. Extensible platform based on components

CPS was constructed as a set of pluggable components relying on a common platform. This modularity has
been maintained in the new platform. Deploying a new feature or component on the new platform is as simple
as it was on the old one.

This requirement has a huge impact on the platform because the Java packaging model and the Java EE
constraints are not directly compatible with it.

Adding a new component should be as simple as dropping a file or an archive in some directory without having
to rebuild nor repackage the application.

This is important from the administrator point of view: be able to easily deploy new features.

This is also very important from the support point of view: to be able to deploy customized components without
taking the risk of forking the platform, and maintaining the possibility to upgrade the standard components.

4.1.1.4. Easily accessible development framework

The CPS framework was powerful but we know it was very complex to use. Not only because of the unusual
CMF/Zope/Python programming model, but also because there was a lot of different concepts and you had to
understand them all to be able to leverage the platform when building a new application on top of it.

Nuxeo EP aims at simplifying the task of the developer


• Clearly separate each layer

The idea is to clearly separate presentation, processing and storage so that developers can concentrate on
their task.

• Offer plugin API and SPI

Nuxeo EP is constructed as a set of plugins so you can modify the behavior of the application by just
contributing a new plugin. This is simpler because for common tasks we will offer a simple plugin API
and the developer just has to implement the given interface without having to understand each part of the
platform.

• Rely on JAVA standards

We try to follow as much as possible all the Java standards when they are applicable. This will allow
experienced Java developers to quickly contribute to the Nuxeo EP platform.

4.1.1.5. Leverage Java open source community

We know what it's like to have to build and maintain an entire framework starting from the application server.
With the switch to the Java technology, we will use as many existing open source components as possible and
focus on integrating them seamlessly into the ECM platform. Nuxeo EP is a complete integrated solution for
building an ECM application, but Nuxeo won't write all infrastructure components. This approach will also
make the platform more standards compliant.

Nuxeo EP 5.3 36
General Overview

Thus developers can optimize their Java/JEE and open source experience to use Nuxeo EP.

4.1.1.6. Make the platform ready for SI integration

Because ECM applications often need to be deeply integrated into the existing SI, Nuxeo EP will be easily
integrable
• API for each reusable service or component

Depending on the components, this API could be POJO, EJB3, or WebService, and in most cases it will
be available in the three formats.

• Pluggable hooks into Nuxeo EP

This mainly means synchronous or asynchronous events listener that are a great place to handle
communication and synchronization between applications.

4.1.1.7. Future-proof design

The Nuxeo EP platform was rewritten from the ground up with the switch to Java. But we don't plan to do this
kind of work every couple of years, it won't be efficient neither for us, nor for the users of the platform. For that
reason, we choose innovative Java technologies like OSGi, EJB3, JSF, Seam ....

4.1.2. Main concepts and design


All the design goals explained just before have a huge impact on the Nuxeo EP architecture. Before going into
more details, here are the main concepts of Nuxeo EP architecture.

4.1.2.1. Layered architecture

Nuxeo EP is built of several layers, following at least the 3 tiers standard architecture
• Presentation layer

Handles GUI interactions (in HTML, SWT ...)

• Service layer

Service stack that offers all generic ECM services like workflow, relations, annotations, record
management...

• Storage layer

Handles all storage-oriented services like document storage, versioning, life cycle ....

Depending on the components, their complexity and the needed pluggability, there can be more than 3 layers.

This layering of all the components brings Nuxeo EP the following advantages
• The ability to choose the deployment target for each part of a component

By separating clearly the different parts of a feature, you can choose what part to deploy on the client and
what part to deploy on a server.

• Clear API separation

Each layer will provide its own API stack

• Components are easier to reuse

Nuxeo EP 5.3 37
General Overview

Because the service and storage layers are not bound to a GUI, they are more generic and then more
reusable

Thanks to this separation in component families you can easily extract from Nuxeo EP the components you
need for your application.

If you need to include Document storage facilities into your application you can just use Nuxeo EP Core: It will
offer you all the needed features to store, version and retrieve documents (or any structured but flexible
dataset). If you also need process management and workflow you can also use Nuxeo EP Workflow service.
And finally, if you want to have a Web application to browse and manage your data, you can reuse the Nuxeo
EP Web layer.

4.1.2.2. Deployment services

The targeted platform does not provide the same mechanism to handle all the deployment tasks:
• Packaging (Java EE vs OSGi)

• Dependency management

• Extension management

Because of these differences, Nuxeo EP provides a unified deployment service that hides the specificity of the
target platform. This is also a way to add a pluggable component deployment system to some platforms that
don't handle this (like Java EE).

This is one of the motivating factors for the Nuxeo Runtime that will be briefly introduced later in this
document.

4.1.2.3. Extensible component model

In Nuxeo EP, an ECM application is seen as an assembly of components.

This assembly will include:


• Existing generic Nuxeo EP Components

• Extensions or configurations contributing to generic Nuxeo EP components

• Specific components and configuration

Inside Nuxeo EP each feature is implemented by one or several reusable components and services. A feature
may be implemented completely at storage level, or may require a dedicated service and a dedicated GUI.

Nuxeo EP Web application is a default distribution of a set of ECM components. This can be used "as is" or
can be the base for making a business ECM application.
• If you need to remove a feature

Just remove the component or deploy a configuration for disabling it.

• If you need to change the default behavior of one component

You can deploy a new configuration for the component .

• Declare a new Schema or define a document type

• Configure the versioning policy

• Deploy new workflow

Nuxeo EP 5.3 38
General Overview

• ...

This configuration may use an extension point to contribute to the new behavior (see Section 4.3.2,
“Extensible component model”, Section 4.3.2.2, “Extension points” and the chapter on extension points
in the Learning Nuxeo EP5 Guide. ) .

• Contribute a new security policy

• Contribute a new event handler

• Deploy a new View on a document

• ...

• If you need to add a completely new feature you can make your own component.

First check that there is no generic Nuxeo EP component available that could help you in your task (all
components are not deployed in the default webapp).

4.1.2.4. Use of innovative Java EE technology

Here is a quick list of the Java technology we use inside Nuxeo EP platform:
• Java 5

• Java EE 5: JSF and EJB3

• OSGi component model

• A lot a innovative open source projects

• JBoss Seam, Trinidad and Ajax4JSF on the web layer

• jBPM for the default workflow engine implementation

• Lucene for the default search engine implementation

• Jackrabbit JSR-170 repository for the default storage back end implementation

• JenaRDF for the relation framework

• ...

4.2. Nuxeo 5 Architecture Overview


The figure below shows a high level overview of the Nuxeo 5 Architecture that will be discussed in the sections
below. The sections that follow will discuss:
i. The Nuxeo Runtime (Section 4.3, “Nuxeo Runtime: the Nuxeo EP component model”)

ii. The Nuxeo Core Layer (Section 4.5, “Core Layer overview”)

iii. The Nuxeo Service/Platform Layer (Section 4.6, “Service Layer overview”)

iv. The Web Presentation Layer ( Section 4.7, “Web presentation layer overview”) - shown in the figure as
either a web interface or rich client interface implementation

Nuxeo EP 5.3 39
General Overview

4.3. Nuxeo Runtime: the Nuxeo EP component model

4.3.1. The motivations for the runtime layer


Building the Nuxeo Runtime was one of the first tasks we started. This is one of the main infrastructure
components of the Nuxeo EP architecture.

This section will give you a quick overview of the Nuxeo Runtime. A more detailed technical presentation can
be found in Section 29.1, “Overview” of this book.

4.3.1.1. Host platform transparency

Because most Nuxeo EP components are shared by Nuxeo RCP (OSGI/RCP) and Nuxeo EP (Java EE), an
abstraction layer is required so the components can transparently use the components services independently
from the underlying infrastructure.

Nuxeo Runtime provides an abstraction layer on top of the target host platform. Depending on the target host
platform, this Runtime layer may be very thin.

Nuxeo Runtime already supports Equinox (Eclipse RCP OSGi layer) and JBoss 4.x (JMX). The port of Nuxeo
Runtime to other Java EE application servers is in progress, we already have a part of Nuxeo EP components
that can be deployed on top of SUN Glassfish application server. Technically speaking, the port of Nuxeo
Runtime could be done on any JEE5 compliant platform and will be almost straightforward for any platform
that supports natively the OSGi component model.

4.3.1.2. Overcome Java EE model limitations

Java EE is a great standard, but it was not designed for a component based framework: it is not modular at all.

Nuxeo EP 5.3 40
General Overview

• Java EE deployment model limitations

• Most Java EE deployment descriptors are monolithic

For example, the web.xml descriptor is a unique XML file. If you want to deploy an additional
component that needs to declare a new Java module you are stuck. You have to make one version of
the web.xml for your custom configuration. For the Nuxeo EP platform, this constraint is not possible:

• Components don't know each other

Because there are a lot of optional components, we can't have a fixed configuration that fits all.

• We can make a version of the web.xml for each possible distribution

There are too many optional components to build one static web.xml for each possible combination.

This problem with the web.xml is of course also true for a lot of standard descriptors (application.xml,
faces-config.xml, persistence.xml, ejb-jar.xml ....)

• One archive for one web application

We have here the exact same problem as with the web.xml. additional components can contribute new
web pages, new web components ... We can have a monolithic web archive.

• No dependency declaration

Inside Java EE there is no standard way to declare the dependency between components.

Because Nuxeo EP is extensible and has a plugin model, we need that feature. A contribution is
dependent on the component it contributes to:

• Contribution is only activated if/when the target component is activated

• The contribution must be deployed after the target component as it may override some configuration

• Java EE component model limitations

• Unable to deploy a new component without rebuilding the whole package

If you take a .ear archive and want to add a new component, you have to rebuild a new ear.

• No support for versioned components

Nuxeo Runtime provides an extensible component model that supports all these features. It also handles the
deployment of these components on the target host platform.

4.3.2. Extensible component model


Nuxeo Runtime provides the component model for the platform.

This component model is heavily based on OSGi and provides the following features:
• Platform diagnostic component model

Can be deployed on POJO and Java EE platforms

• Supports dependencies management

Components explicitly declare their requirements and are deployed and activated by respecting the
inferred dependency chain.

• Includes a plugin model

Nuxeo EP 5.3 41
General Overview

To let you easily configure and contribute to deployed components

• A POJO test environment

Nuxeo Runtime components can be unit tested using JUnit without the need of a specific container.

4.3.2.1. The OSGi component model

OSGi (Open Services Gateway initiative) is a great standard for components based Java architecture.

OSGi provides out of the box the following features:


• Dependencies declaration and management

A component gets activated only when the needed requirements are fulfilled

• Modular deployment system

• Manage bundles

• Manage fragments (sub parts of a master bundle)

• an OSGi bundle can define one or several services

• A system to identify and lookup a component

For Nuxeo EP, the OSGi standard provides a lot of the needed features. This is the reason why Nuxeo Runtime
is based on OSGi. In fact Nuxeo Runtime component model is a subset of the OSGi specification.

To ensure platform transparency, Nuxeo Runtime provides adapters for each target platform to help it support
OSGi components.
• This adapter layer is very thin on Equinox (Eclipse RCP) since the underlying platform is already OSGi
compliant.

• This adapter may be more complex for platforms that are not aware of OSGi (JBoss 4.x or Glassfish)

In this case, the runtime adapter will handle all OSGi logic and deploy the components as native platform
components. For example, on JBoss 4.x, Runtime components are deployed as JMX MBeans.

4.3.2.2. Extension points

OSGi does not define a plugin model, but the Eclipse implementation (Equinox) does provide an extension
point system.

Because we found many benefits in the Eclipse Extension Point system, Nuxeo Runtime also includes an
Extension Point system. In other words, the underlying mechanism which allows extension points to be
implemented in Nuxeo EP, has been built into the Nuxeo EP runtime and core.

An extension point is a way to declare that your component can be customized from the outside:
• Contribute configuration

Activate or deactivate a component. Define resources for a given service.

• Contribute code and behavior

Extension points also give you the possibility to register plugins

Nuxeo EP 5.3 42
General Overview

Basically every Nuxeo Component can:


• declare its dependencies

The component will also be activated after all needed components have been activated

• declare exposed extension points

Each component can define extension points that other components can use to contribute configuration
or code.

• declare contribution to other components

Extension points and contributions to extension points are defined using a XML descriptor that has to be
referenced in the MANIFEST.MF. For a more detailed understanding of extension points in Nuxeo EP, we
recommend reading the Learning Nuxeo EP5 guide.

4.3.2.2.1. Some examples of extension point usage


Inside Nuxeo 5, extension points are used each time a behavior or a component needs to be configurable or
pluggable.

Here are some examples of extension points used inside the Nuxeo 5 platform.
• Schemas and document types

Inside Nuxeo 5 a document structure is defined by a set of XSD schemas. Schemas and Document Types
are defined using an extension point.

• Storage repository

Nuxeo core stores documents according to their type but independently of the low level storage
back-end. The default back-end is Jackrabbit JCR implementation. Nuxeo Core exposes an extension
point to define the storage back-end. We are working on another repository implementation that will be
purely SQL based.

• Security Management

Nuxeo include a security manager that checks access rights on each single operation. The extension point
system allow to have different implementation of the security manager depending on the project
requirements:

• Enforce data integrity: store security descriptors directly inside the document

• Performance: store security descriptors in an externalized index

• Corporate security policy: implement a specific security manager that will enforce business rules

• Event handlers

Nuxeo platform lets you define custom Event handler for a very large variety of events related to content
or processes. The event handler extension mechanism gives a powerful way to add new behavior to an
existing application

• You can modify the behavior of the application without changing its code

• The development model is easy because you have a very simple Interface to implement and you can
use Nuxeo Core API to manipulate the data

• Event handlers can be synchronous or asynchronous

Nuxeo 5 itself uses the Event Handler system for a lot of generic and configurable services

Nuxeo EP 5.3 43
General Overview

• Automatic versioning: create a new version when a document is modified according to business rules

• Meta-data automatic update: update contributor lists, last modification date ...

• Meta-data extraction / synchronization: extract Meta-Data from MS-Office file, Picture ....

4.3.2.2.2. Nuxeo 5 Platform development model


Nuxeo 5 development model is heavily based on the usage of extension points. When a project requires specific
features we try as much of possible to include it as an extension of the existing framework rather than writing
separated specific component. This means make existing services more generic and more configurable and
implement the project specific needs as a configuration or a plugin of a generic component using Extension
Points.

4.3.3. Flexible deployment system


Nuxeo Runtime also provides deployment services to manage how components are deployed and contribute to
each other
• Dependencies management

The dependencies are declared in the MANIFEST.MF and can also be defined in XML descriptors that hold
contributions.

The Nuxeo Runtime orders the component deployment in order to be sure the dependencies are
respected. Components that have unresolved dependencies are simply not deployed

• Extension point contributions

XML descriptors are referenced in the MANIFEST.MF. These descriptors make contributions to existing
extension points or declare new extension points.

• Each component has its own deployment-fragment

The deployment fragment defines

• Contribution to configuration files

For example contribute a navigation rule to faces-config.xml or a module declaration to web.xml.

Nuxeo Runtime lets you declare template files (like web.xml, persistence.xml) and lets other
components contribute to these files.

• Installation instructions

Some resources contributions (like i18n files or web pages) need more complex installation
instructions because they need archives and file manipulations. Nuxeo Runtime provide basic
commands to define how your components should be deployed

Here is a simple example of a deployment-fragment.


<fragment>
<extension target="application#MODULE">
<module> <ejb>${bundle.fileName}</ejb> </module>
</extension>
<extension target="faces-config#VALIDATOR">
<validator>
<validator-id>dueDateValidator</validator-id>
<validator-class>org.nuxeo.ecm.platform.workflow.web.ui.jsf.DueDateValidator</validator-class>
</validator>
</extension>
<install>
<!-- unzip the war template -->
<unzip from="${bundle.fileName}" to="/">
<include>nuxeo.war/**</include>

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General Overview

</unzip>
<!-- create a temp dir -->
<!-- be sure no directory with that name exists -->
<delete path="nxworkflow-client.tmp" />
<mkdir path="nxworkflow-client.tmp" />
<unzip from="${bundle.fileName}" to="nxworkflow-client.tmp">
<include>OSGI-INF/l10n/**</include>
</unzip>
<append from="nxworkflow-client.tmp/OSGI-INF/l10n/messages.properties"
to="nuxeo.war/WEB-INF/classes/messages.properties" addNewLine="true" />
<append from="nxworkflow-client.tmp/OSGI-INF/l10n/messages_en.properties"
to="nuxeo.war/WEB-INF/classes/messages_en.properties" addNewLine="true" />
<append from="nxworkflow-client.tmp/OSGI-INF/l10n/messages_fr.properties"
to="nuxeo.war/WEB-INF/classes/messages_fr.properties" addNewLine="true" />
<append from="nxworkflow-client.tmp/OSGI-INF/l10n/messages_de.properties"
to="nuxeo.war/WEB-INF/classes/messages_de.properties" addNewLine="true" />
<append from="nxworkflow-client.tmp/OSGI-INF/l10n/messages_it.properties"
to="nuxeo.war/WEB-INF/classes/messages_it.properties" addNewLine="true" />
<delete path="nxworkflow-client.tmp" />
</install>
</fragment>

4.4. Nuxeo EP layered architecture

4.4.1. Layers in Nuxeo EP


Nuxeo EP components are separated in 3 main layers: Core / Service / UI

From the logical point of view each layer is a group of components that provide the same nature of service:
• Storage oriented services: Nuxeo Core

Nuxeo core provides all the storage services for managing documents

• Repository service

• Versioning service

• Security service

• Lifecycle service

• Records storage (directories)

• ...

• Content and process oriented services: Nuxeo Platform

Nuxeo provides a stack of generic services that handle documents and provide content and process
management features. Depending on the project requirement only a part of the existing services can be
deployed.

Typical Nuxeo EP platform services are:

• Workflow management service

• Relation management service

• Archive management service

• Notification service

• ...

• Presentation service: UI Layer

The UI layer is responsible for providing presentation services like

Nuxeo EP 5.3 45
General Overview

• Displaying a view of a document

• Displaying available actions according to context

• Managing page flow on a process driven operation

These services can be very generic (like the action manager) but can also be directly tied to a type of
client (like the View generation can be bound to JSF/facelets for the web implementation)

The layer organization can also be seen as a deployment strategy

Thanks to the Nuxeo Runtime remoting features it is very easy to split the components on several JVMs. But
splitting some services can have a very bad effect on the global system performance.

Because of this, all the storage oriented services are inside the core. All components that have extensive usage
of the repository and need multiple synchronous interaction with it are located in the core. This is especially
true for all synchronous event handlers.

The services layer can itself be split in multiple deployment units on multiple JVMs.

On the UI side all the services are logically deployed inside the same JVM. At least each JVM must have the
minimum set of services to handle user interaction for the given application.

The components are also grouped by layers according to their dependencies.

Core Modules can depend on Core Internal API.

Generic ECM services can depend on Core external API and can depend on external optional library (like
jBPM, Jena, OpenOffice.org ...).

UI services can rely on a client side API (like Servlet API) and share a common state associated to the user
session.

Layers are also organized according to deployment target.

The Core layer is a POJO Layer with an optional EJB facade. The core can be embedded in a client application.

The services are mostly implemented as POJO services so that they can be used as an embedded library. But
some of them can depend on typical Application Server infrastructure (like JMS or EJB).

Inside the UI Layer most services are dedicated to a target platform: web (JSF/Seam), Eclipse RCP or other.

Because the layer organization has several constraints, the implementation of a unique feature is spread across
several layers.

Typically a lot of these "transverse services" are split into several sub-components in each layer in order to
comply with deployment constraints and also to provide better reusability. For example, the Audit service is
made of 3 main parts which are split across 3 layers:
• Core Event <=> JMS bridge (Core Layer)

Forwards core events to JMS Bridge according to configuration.

• JMS Listener and JPA Logger (Service Layer)

Message driven bean that writes logs in DB via JPA.

• Audit View (UI Layer)

Nuxeo EP 5.3 46
General Overview

Generates HTML fragment that displays all events that occurred on a document.

4.4.2. API and Packaging impacts


The layer organization can also be seen in the API.

4.4.2.1. Core API

Most of the components forming the core are exposed via the DocumentManager / CoreSession interface. The
interfaces and dependencies needed to access the Core services are packaged in an API package: even if there
are several Core components, you have only one dependency and API package.

The idea is that for accessing the core, you will only need to use the DocumentManager to manipulate
DocumentModels (the document object artifact). Some core services can be directly accessed via the
DocumentModel (like the life cycle or security data).

4.4.2.2. Service Stack API

Each service exposes its own API and then has its own API package. Service related data (like process data,
relation data) are not directly hosted by the DocumentModel object but can be associated to it via adapters and
facets.

4.4.2.3. UI API

The web layer can be very specific to the target application. Nuxeo EP provides a default web application and a
set of base classes, utility classes and pluggable services to handle web navigation inside the content repository.

4.4.2.4. Packaging

Most features are made of several Java projects and generate several Maven 2 artifacts.

Nuxeo packaging and deployment system (Nuxeo Runtime, Platform API, Maven ...) leverage this separation
to help you distributing the needed deployment unit according to your target physical platform.

4.5. Core Layer overview

Nuxeo EP 5.3 47
General Overview

4.5.1. Features of Nuxeo Core


Nuxeo core provides all the storage services for managing documents.

• Schema service

Lets you register XSD schemas and document types based on schemas.

• Repository service

Lets you define one or more repository for storing your documents.

• Versioning service

Nuxeo EP 5.3 48
General Overview

Lets you configure how to store versions.

• Security service

Manages data level security checks

• Lifecycle service

Manages life cycle state of each document

4.5.2. Nuxeo Core main modules

4.5.2.1. Nuxeo Repository Service

The repository service lets you define new document repositories. Defining separate repositories for your
documents is pretty much like defining separate Databases for your records.

Because Nuxeo Core defines an SPI on repository, you can configure how you want the repository to be
implemented. For now, the default implementation uses JSR-170 (Java Content Repository) reference
implementation: Apache Jack Rabbit. In the future, we may provide other implementations of the Repository
SPI (like native SQL DB or Object Oriented DB).

Even if for now there is only one Repository implementation available, using JCR implementation, you can
configure how your data will be persisted: filesystem, xml or SQL Database. Please see "How to"s about
repository configuration (Chapter 44, RDBMS Storage and Database Configuration).

When defining a new repository, you can configure:


• The name.

• The configuration file

For JCR, it lets you define persistence manager.

• The security manager

Defines how security descriptors are stored in the repository (for now:
org.nuxeo.ecm.core.repository.jcr.JCRSecurityManager)

• The repository factory

Defines how the repository is created (for now:


org.nuxeo.ecm.core.repository.jcr.JCRRepositoryFactory)

4.5.3. Schemas and document types


The repository enforces data integrity and consistency based on Document types definition.

Each document type is defined by:


• A name.

• An optional super document type (inheritance)

• A list of XSD schemas

Defines storage structure

Nuxeo EP 5.3 49
General Overview

• A list of facets

Simple markers used to define document behavior.

Here is a simple DocumentType declaration:


<extension target="org.nuxeo.ecm.core.schema.TypeService"
point="doctype">
<documentation>The core document types</documentation>
<doctype name="Folder" extends="Document">
<schema name="common" />
<schema name="dublincore" />
<facet name="Folderish" />
</doctype>
</extension>

For further explanation on Schemas and Document types, please see Chapter 5, Schemas and Documents.

4.5.4. The life cycle associated with documents


Inside the Nuxeo repository each document may be associated with a life-cycle. The life-cycle defines the
states a document may have and the possible transitions between these states. Here we are not talking about
workflow or process, rather we are just defining the possible states of a document inside the system.

The Nuxeo Core contains a LifeCycleManager service that exposes several extension points:
• one for contribution to the Life-Cycle management engine

(the default one is called JCRLifeCycleManager and stores life-cycle related information directly inside
the JSR 170 repository)

• one for contributing life-cycle definition

This includes states and transitions. On 5.2, since 5.2.0, it is possible to define additional initial states to
the default state, by adding a keyword to the state definition, for instance: <state name="approved"
description="Content has been validated" initial="true">. The desired initial state can be passed in the
document model context data used for creation: document.putContextData("initialLifecycleState",
"approved").

• one for binding life-cycle to document-types

Here is an example
<lifecycle name="default" lifecyclemanager="jcrlifecyclemanager"
initial="project">
<transitions>
<transition name="approve" destinationState="approved">
<description>Approve the content</description>
</transition>
<transition name="obsolete" destinationState="obsolete">
<description>Content becomes obsolete</description>
</transition>
<transition name="delete" destinationState="deleted">
<description>Move document to trash (temporary delete)</description>
</transition>
<transition name="undelete" destinationState="project">
<description>Recover the document from trash</description>
</transition>
<transition name="backToProject" destinationState="project">
<description>Recover the document from trash</description>
</transition>
</transitions>
<states>
<state name="project" description="Default state">
<transitions>
<transition>approve</transition>
<transition>obsolete</transition>
<transition>delete</transition>
</transitions>
</state>
<state name="approved" description="Content has been validated">
<transitions>
<transition>delete</transition>
<transition>backToProject</transition>

Nuxeo EP 5.3 50
General Overview

</transitions>
</state>
<state name="obsolete" description="Content is obsolete">
<transitions>
<transition>delete</transition>
<transition>backToProject</transition>
</transitions>
</state>
<state name="deleted" description="Document is deleted">
<transitions>
<transition>undelete</transition>
</transitions>
</state>
</states>
</lifecycle>

Life-Cycle service is detailed later in this document (Section 30.4.5, “Life Cycle” and Section 30.5.2,
“LifeCycle Managers”).

4.5.5. Security model


Note: You may also want to read the chapter on "Access Control and Security" in the Learning Nuxeo EP5
Guide.

Inside the Nuxeo Repository security is always checked when accessing a document.

The Nuxeo security model includes :


• Permissions

(Read, Write, AddChildren, ...).

Permissions management is hierarchical (there are groups of permissions)

• ACE: Access Control Entry

An ACE grants or denies a permission to a user or a group of users.

• ACL: Access Control List

An ACL is a list of ACEs.

• ACP: Access Control Policy

An ACP is a stack of ACLs. We use ACP because security can be bound to multiples rules: there can be
a static ACL, an ACL that is driven by the workflow, and another one that is driven by business rules.

Separating ACLs allows us to easily reset the ACP when a process or a rules does not apply any more.

Inside the repository each single document can have an ACP. By default security descriptors are inherited from
their parent, but inheritance can be blocked when needed.

The security engine also lets you contribute custom policy services so that security management can include
business rules.

The security model and policy service are described in detail later in this document.

4.5.6. Core events system


When an event occurs inside the repository (document creation, document modification, etc...), an event is sent
to the event service that dispatches the notification to its listeners. Listeners can perform any number of actions
when receiving an event, which may include modifying the document on the fly.

Nuxeo EP 5.3 51
General Overview

As an example, part of the dublincore management logic is implemented as a CoreEvent listener: whenever a
document is created or modified, the "creation date", "modification date", "author" and "contributors" fields are
automatically updated by a CoreEvent Listener.

The Core Events system is explained in more detail later in this document (see Chapter 32, Nuxeo Event
Service and Chapter 9, Event Listeners and Scheduling) and in the Learning Nuxeo EP5 guide.

4.5.7. Query system


The Repository supports a Query API to extract Documents using SQL like queries.

NXQL (the associated Query Language) is presented later in this document (see Example 11.2, “Sample NXQL
queries”).

4.5.8. Versioning system


The documents in the repository can be versioned.

Nuxeo Core provides:


• A pluggable version storage manager

This lets you define how versions are stored and what operations can be done on versions

• A pluggable versioning policy

This lets you define rules and logic that drive when new versions must be created and how version
numbers are incremented.

The versioning system is explained in details later in this document (see Chapter 16, Document Versioning).

4.5.9. Repository and SPI Model


Nuxeo Core exposes a repository API on top of Jackrabbit JSR170 repository.

Nuxeo repository is implemented using an SPI and extension point model: this basically means that a non JCR
based repository plugin can be contributed. In fact, we have already started a native SQL repository
implementation (that is not yet finished because we have no direct requirement for such a repository).

Nuxeo core can server several repository: it provides a extension point to declare an additional repository: this
means a single web application can use several document repositories.

4.5.10. DocumentModel
Inside Nuxeo EP and especially inside the Core API the main data object is a Document.

Inside Nuxeo Core API, the object artifact used to represent a Document is called a DocumentModel.

The DocumentModel artifact encapsulates several useful features:


• Data Access over the network

the DocumentModel encapsulates all access to a Document's internal fields, and the DocumentModel can
be sent over the network

• DocumentModel supports lazy loading

When fetched from the Core, a DocumentModel does not carry all document related information. Some
data (called prefetch data) are always present, other data will be loaded (locally or remotely) from the

Nuxeo EP 5.3 52
General Overview

core when needed.

This feature is very important to reduce network and disk I/O when manipulating a Document that
contains a lot of big blob files (like video, music, images ...) .

• DocumentModel uses Core Streaming Service

For files above 1 MB the DocumentModel uses the Core Streaming service.

• DocumentModel carries the security descriptors

ACE/ACL/ACP are embedded inside the DocumentModel

• DocumentModels support an adapter service

In addition to the data oriented interface, a DocumentModel can be associated with one or more Adapters
that will expose a business oriented interface.

• DocumentModels embed lifecycle service access

• DocumentModels can have facets

Facets are used to declare a behavior (Versionnable, HiddenInNavigation, Commentable...)

A DocumentModel can be located inside the repository using a DocumentRef. DocumentRef can be an IdRef
(UUID in the case of the JCR Repository Implementation) or PathRef (absolute path).

DocumentModels also hold information about the Type of the Document and a set of flags to define some
useful characteristics of the Document:
• isFolder

Defines if the targeted document is a container

• isVersion

Defines if the targeted document is an historic version

• isProxy

Defines if the targeted document is a Proxy (see below)

4.5.11. Proxies
A Proxy is a DocumentModel that points to a another one: very much like a symbolic link between 2 files.

Proxies are used when the same document must be accessible from several locations (paths) in the repository.
This is typically the case when doing publishing: the same document can be visible in several sections (note:
'section' here has a special meaning as defined in the Nuxeo User Guide). In order to avoid duplicating the data,
we use proxies that point to same document.

A proxy can point to a checked out document (not yet associated to a version label) or to a versioned version
(typical use-case of publishing).

The proxy does not store document data: all data access are forwarded to the source document. But the Proxy
does holds:
• its own security descriptors

• its own DocumentRef

Nuxeo EP 5.3 53
General Overview

4.5.12. Core API


TO DO

4.6. Service Layer overview

4.6.1. Role of services in Nuxeo EP architecture


The service layer is an ECM services stack on top of the Nuxeo Repository. In a sense, the Repository itself is
very much like any service of this layer, it just plays a central role.

This service layer is used for :


• adding new generic ECM services (Workflow, Relations, Audit ...)

• adding connectors to existing external services

• adding dedicated project-specific components when the requirements can not be integrated into a generic
component

This service layer provides the API used by client applications (Webapp or RCP based applications) to do their
work.

This means that in this layer, services don't care about UI, navigation or pageflows: they simply explore an API
to achieve document oriented tasks.

4.6.2. Services implementation patterns


Nuxeo platform provides a lot of different services, but they all fellow the same implementation pattern. This
basically means that once you understand how works one service, you almost know how they all work.

As with everything in the Nuxeo Platform the services use the Nuxeo Runtime component model.

A generic service will be composed of the following packages :


• An API package (usually called nuxeo-platform-XXX-api)

Contains all interfaces and remotable objects.

This package is required to be able to call the service from the same JVM or from a remote JVM.

You can view these in your Nuxeo server installation directory if you are curious
(/nuxeo/server/default/deploy/nuxeo.ear/system/ - assuming you have your server installed in /nuxeo).

• A POJO Runtime component (usually called nuxeo-platform-XXX-core)

The Runtime component will implement the service business logic (ie: implement the API) and also
expose Extensions Points.

All the extensibility and pluggability is handled at runtime component level. This for example means that
the API can be partially implemented via plugins.

• A EJB3 Facade (usually called nuxeo-platform-XXX-facade)

The facade exposes the same API as the POJO component.

The target of this facade is to:

• provide EJB3 remoting access to the API

Nuxeo EP 5.3 54
General Overview

• integrate the service into JEE managed environment (JTA and JAAS)

• leverage some additional features of the application server like JMS and Message Driven Bean

• provide state management via Stateful Session Beans when needed

Typically, the POJO module will be a Nuxeo Runtime Component that inherits from DefaultComponent,
provides extension points and implements a Service Interface.
public class RelationService extends DefaultComponent
implements RelationManager { ...}

The deployment descriptor associated with the component will register the component, declare it as service
provider and it may also declare extension points
<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.relations.services.RelationService">
<implementation class="org.nuxeo.ecm.platform.relations.services.RelationService" />
<service>
<provide interface="org.nuxeo.ecm.platform.relations.api.RelationManager" />
</service>
<!-- declare here extension points -->
</component>

The facade will declare an EJB that implements the same service interface. In simple cases, the implementation
simply delegates calls to the POJO component.

The facade package will also contain a contribution to the Runtime Service management to declare the service
implementation.
<?xml version="1.0" encoding="UTF-8"?>
<component name="org.nuxeo.ecm.platform.relation.service.binding.contrib">
<extension target="org.nuxeo.runtime.api.ServiceManagement" point="services">
<documentation> Define the Relation bean as a platform service. </documentation>
<service class="org.nuxeo.ecm.platform.relations.api.RelationManager" group="platform/relations">
<locator>%RelationManagerBean</locator>
</service>
</extension>
</component>

Thanks to this declaration the POJO and the EJB Facade can now be used for providing the same interface
based on a configuration of the framework and not on the client code.

This configuration is used when deploying Nuxeo components on several servers: platform configuration
provides a way to define service groups and to bind them together on physical servers.

4.6.3. Platform API


Each service provides its own API composed of a main interface and of the other interfaces and types that can
be accessed.

The API package is unique for a given service, and access to a remote EJB3 based service is the same as
accessing the POJO service.

From the client point of view, accessing a service is very simple and independent from service location and
implementation: this means a manual JNDI call is not required. Everything that is needed is encapsulated in the
Framework.getService runtime API.
RelationManager rm = Framework.getService(RelationManager.class);

The framework.getService will return the interface of the required service:

Nuxeo EP 5.3 55
General Overview

• This can be the POJO service (ie: Runtime Component based Service)

• This can be the local interface of the EJB3 service (using call by ref in JBoss)

• This can be the remote interface of the EJB3 service (using full network marshalling)

The choice of the implementation to return is left to the Nuxeo Runtime that will take the decision based on the
platform configuration.

The client can explicitly ask for the POJO service via the Framework.getLocalService() API: this is typically
used in the EJB Facade to delegate calls to the POJO implementation.

4.6.4. Adapters
DocumentModel adapters are a way to adapt the DocumentModel interface (that is purely data oriented) to a
more business logic oriented interface.

In the pure Service logic, adding a comment to a document would look like this:
CommentManager cm = Framework.getService(CommentManager.class);
cm.createComment(doc,"my comment");
List<DocumentModel> comments = cm.getComments(doc);

DocumentModel adapters give the possibility to have a more object oriented API:
CommentableDoc cDoc = doc.getAdapter(CommentableDoc);
cDoc.addComment("my comment");
List<DocumentModel> comments = cDoc.getComments();

The difference may seem small, but DocumentModel adapter can be very handy
• to have cleaner and clearer code

• to handle caching at the DocumentModel level

• to implement behavior and logic associating a Document with a Service

DocumenModelAdapters are declared using an extension point that defines the interface provided by the
adapter and the factory class. DocumentModelAdapters can be associated to a Facet of the DocumentModel.

4.6.5. Some examples of Nuxeo EP services


TO DO

4.7. Web presentation layer overview

4.7.1. Technology choices

4.7.1.1. Requirements

The requirements for the Nuxeo Web Framework are :


• A Powerful templating system that supports composition

• A modern MVC model that provides Widgets, Validators and Controllers

Nuxeo EP 5.3 56
General Overview

• A standard framework

• A set of Widget libraries that allow reusing existing components

• Support for AJAX integration

4.7.1.2. The JSF/Facelets/Seam choice

Nuxeo Web Layer uses JSF (SUN RI 1.2) and Facelets as presentation layer: JSF is standard and very
pluggable, Facelets is much more flexible and adapted to JSF than JSP.

NXThemes provides a flexible Theme and composition engine based on JSF and Facelets.

In the 5.1 version of the platform, Nuxeo Web Layer uses Apache Tomahawk and trinidad as a components
library and AJAX4JSF for Ajax integration. In the 5.2 version we will move to Rich Faces.

Nuxeo Web Layer also uses Seam Web Framework to handle all the ActionListeners.

Using Seam provides :


• Simplification and help with JSF usage

• A context management framework

• Dependency injection

• Remoting to access ActionsListeners from JavaScript

• A built-in event system

4.7.2. Componentized web application

4.7.2.1. Requirements

Nuxeo Web Layer comes on top of a set of pluggable services.

Because this stack of services is very modular, the web layer must also be modular.

This basically means that depending on the set of deployed services and on the configuration, the web
framework must provide a way
• to add, remove or customize views

for example, if you don't need relations, you may want to remove the relations tab that is available on
document by default

• to add or remove an action button or link

the typical use case is removing actions that are bound to non-deployed services or to add new actions
that are specific to your project

• to override an action listener

you may want to change how some actions are handled by just overriding Nuxeo defaults

• to add or customize forms

Adding fields or customizing forms used to display documents is very useful

Nuxeo EP 5.3 57
General Overview

In order to fullfill these requirements, the key points of Nuxeo Web Frame fulfill:
• Context management to let components share some state

• Event system and dependency injection to let loosely coupled components collaborate

• A deployment system to let several components make one unique WebApp

• A set of pluggable services to configure the web application

4.7.2.2. Context management

Inside the web framework, each component will need to know at least
• the current navigation context

This includes current document, current container, current Workspace, current Domain.

This information is necessary because most of the services will display a view on the current document,
and can fetch some configuration from the content hierarchy.

• the current user

This includes not only identity and roles, but also its preferences and the set of documents they choose to
work on

In some cases, this context information may be huge, and it's time consuming to recompute all this information
for each request.

Inside Nuxeo Web Framework, Seam context management is used to store this data. Depending on the lifecycle
of the data, Session, Conversation or Event context are used.

4.7.2.3. Loosely coupled component

At some point the components of the web framework need to interact with each other. But because components
can be present or not depending on the deployment scenario, they can't call each other directly.

For that matter, the Nuxeo Web Framework uses a lot of Seam features:
• Seam's context is used to share some state between the components

• Seam's event system is used to let components notify each other

• Seam's dependency injection and Factory system is used to let components pull some data from each
other without having to know each other

In order to facilitate Nuxeo Services integration into the web framework, we use the Seam Unwrap pattern to
wrap a Nuxeo Service into Seam Components that can be injected and manipulated as a standard Seam
component.

4.7.2.4. Deployment

The Web Layer is composed of several components.

The main components are webapp-core (default webapp base) and ui-web (web framework). On top of these
base components, dedicated web components are deployed for each specific service.

For example, the workflow-service has its own web components package, so do relation-service, audit-service,
comment-service and so on.

Each package contains a set of views, actions, and ActionsListeners that are dedicated to one service and

Nuxeo EP 5.3 58
General Overview

integrate this service into the base webapp.

Because JEE standards require the webapp to be monolithic (ie. it cannot be split up), we use the Nuxeo
Runtime deployment service to assemble the target webapp at deployment time.

This deployment framework let you: override resources, contribute XML descriptors like web.xml from several
components and manage deployment order.

4.7.2.5. Key web framework services

TO DO

Nuxeo EP 5.3 59
Chapter 5. Schemas and Documents

5.1. Introduction
This chapter presents the concepts of schemas and document types, which are used to define new documents in
Nuxeo EP 5.

5.1.1. Concepts
In Nuxeo EP 5, a fundamental entity is the document. A file, a note, a vacation request, an expense report, but
also a folder, a forum, can all be thought of as documents. Objects that contain documents, like a folder or a
workspace, are also themselves documents.

Any given document has a document type. The document type is specified at creation time, and does not change
during the lifetime of the document. When referring to the document type, a short string is often used, for
instance “Note” or “Folder”.

A document type is the grouping of several schemas. A schema represents the names and structure (types) of a
set of fields in a document. For instance, a commonly-used schema is the Dublin Core schema, which specifies
a standard set of fields used for document metadata like the title, description, modification date, etc.

To create a new document type, we start by creating one ore more schemas that the document type will use.

The schema is defined in a .xsd file (which obeys the standard XML Schema syntax) and is registered by a
contribution to a schema extension point.

The document type is registered through a contribution to another doctype extension point, and will specify
which schemas it uses. We also register the document type as a high-level type used by the EJB and rendering
layers.
“Core” document types and “ECM” component types should not be confused. The former live in the core
Nuxeo EP packages, the latter belong to the high level components. Apart from their definition, most of the uses
of "document types" refer to the “ECM” kind.

5.2. Schemas
A schema describes the names and types of some fields. The name is a simple string, like "title", and the type
describes what kind of information it stores, like a string, an integer or a date.

First, we create a schema in the resources/schemas/sample.xsd file:


<?xml version="1.0"?>
<xs:schema xmlns:xs="http://www.w3.org/2001/XMLSchema"
targetNamespace="http://project.nuxeo.org/sample/schemas/sample/">
<xs:element name="sample1" type="xs:string"/>
<xs:element name="sample2" type="xs:string"/>
</xs:schema>

This schema defines two things:


• an XML namespace that will be associated with the schema,

• two elements and their type.

The two elements are sample1 and sample2. They are both of type xs:string, which is a standard type defined
by the XML Schema specification.

This schema has to be referenced by a configuration file so that the system knows it has to be read. The
configuration file will be placed in OSGI-INF/core-types-contrib.xml (the name is just a convention):

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Schemas and Documents

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.coreTypes">
<extension target="org.nuxeo.ecm.core.schema.TypeService" point="schema">
<schema name="sample" src="schemas/sample.xsd"/>
</extension>
</component>

We name our schema sample, and the .xsd schema was placed under resources/ which means that at runtime,
it will be available directly from the Jar, therefore we reference it through the path schemas/sample.xsd. The
schema is registered through an extension point of the Nuxeo component
org.nuxeo.ecm.core.schema.TypeService named schema. Our own extension component is given a name,
org.nuxeo.project.sample.coreTypes, which is not very important as we only contribute to existing
extension points and don't define new ones.

Finally, we tell the system that the OSGI-INF/core-types-contrib.xml file has to be read, by mentioning it in
the Nuxeo-Component part of the META-INF/MANIFEST.MF file of our bundle:
Manifest-Version: 1.0
Bundle-ManifestVersion: 1
Bundle-Name: NXSample project
Bundle-SymbolicName: org.nuxeo.project.sample;singleton:=true
Bundle-Version: 1.0.0
Bundle-Vendor: Nuxeo
Require-Bundle: org.nuxeo.runtime,
org.nuxeo.ecm.core.api,
org.nuxeo.ecm.core
Provide-Package: org.nuxeo.project.sample
Nuxeo-Component: OSGI-INF/core-types-contrib.xml

5.3. Core Document Types


By itself, the schemas is not very useful. We associate it with a new “core” document type that we will be
creating. In the same OSGI-INF/core-types-contrib.xml as above, we add the following:
<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.coreTypes">
<extension target="org.nuxeo.ecm.core.schema.TypeService" point="schema">
<schema name="sample" src="schemas/sample.xsd" prefix="smp"/>
</extension>
<extension target="org.nuxeo.ecm.core.schema.TypeService" point="doctype">
<doctype name="Sample" extends="Document">
<schema name="common"/>
<schema name="dublincore"/>
<schema name="sample"/>
</doctype>
</extension>
</component>

The document type is defined through a contribution to an other extension point, doctypes, of the same
extension component as before, org.nuxeo.ecm.core.schema.TypeService. We specify that our document
type, Sample, will be an extension of the standard system type Document, and that it will be composed of three
schemas, two standard ones and our specific one.

The Dublin Core schema that we use already contains standard metadata fields, like a title, a description, the
modification date, the document contributors, etc. Adding it to our document type ensures that a minimal level
of functionality will be present.

5.4. ECM Document Types


After the “core” document type, we need to create the “ECM” document type. This is done through a
contribution to another extension point, that we place in the OSGI-INF/ecm-types-contrib.xml, the basic
structure of this file is:
<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.ecm.types">
<extension target="org.nuxeo.ecm.platform.types.TypeService" point="types">
<type id="Sample" coretype="Sample">
...

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</type>
</extension>
</component>

As of this writing, the document type id has to be the same as the underlying core type; this restriction may be
lifted in the future. The type element will contain all the information for this type, this is described below.

This extension file is added to META-INF/MANIFEST.MF so that it will be taken into account by the deployment
mechanism:
Nuxeo-Component: OSGI-INF/core-types-contrib.xml,
OSGI-INF/ecm-types-contrib.xml

Inside the type element, we provide various information, described below.

5.4.1. Label and Icon


<label>Sample document</label>
<icon>/icons/file.gif</icon>

The label and icon are used by the user interface, for instance in the creation page when a list of possible types
is displayed. The icon is also used whenever a list of document wants to associate an icon with each.

5.4.2. Default view


<default-view>view_documents</default-view>

The default view specifies the name of the Facelet to use for this document if nothing is specified. This
corresponds to a file that lives in the webapp, in this case view_documents.xhtml is a standard view defined in
the base Nuxeo bundle, that takes care of displaying available tabs, and the document body according to the
currently selected type. Changing it is not advised unless extremely nonstandard rendering is needed.

5.4.3. Layout

5.4.3.1. Configuration

Here is the new layout configuration:


<layouts mode="any">
<layout>heading</layout>
<layout>note</layout>
</layouts>

Layouts are defined in a given mode (default modes are "create", "edit" and "view") ; layouts in the "any" mode
will be merged with layouts defined for specific modes.

The layout names refer to layouts defined on another extension point. Please see the layouts section for more
information.

5.4.3.2. Deprecated configuration

Here is the old layout configuration that has been replaced by the above. If present, it is used instead of the new
configuration for compatibility purposes.
<layout>
<widget jsfcomponent="h:inputText"
schemaname="dublincore" fieldname="title"
required="true" />
<widget jsfcomponent="h:inputTextarea"
schemaname="dublincore" fieldname="description" />

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<widget jsfcomponent="h:inputText"
schemaname="sample" fieldname="sample1" />
<widget jsfcomponent="h:inputText"
schemaname="sample" fieldname="sample2" />
</layout>

This section defines a series of widgets, that describe what the standard layout of this document type will be. A
layout is a series of widgets, which make the association between the field of a schema with a JSF component.

The layout is used by the standard Nuxeo modification and summary views, to automatically display the
document according to the layout rules. Note that the layout system is still young and is subject to minor
changes in the future. Here we define four widgets, displayed as simple input fields or as a text area.

5.4.4. Containment rules


<type id="Folder" coretype="Folder">
<subtypes>
<type>Sample</type>
</subtypes>
</type>
<type id="Workspace" coretype="Workspace">
<subtypes>
<type>Sample</type>
</subtypes>
</type>

This contributes a rule to an already existing type, Folder. The subtypes element specifies which types can be
created inside the type in which the element is embedded.

Here, we specify that our Sample type can be created in a Folder and a Workspace.

5.4.5. Hidden cases


The goal is to contribute a way to define hidden cases for the subtypes definition. A syntax like the following
can be used:
<type id="Workspace">
<subtypes>
<type>Workspace</type>
<type hidden="create">Folder</type>
<type>File</type>
<type>Note</type>
</subtypes>
</type>

If more than one hidden cases needs to be defined, then a syntax like the following can be used:

<type id="Workspace">
<subtypes>
<type>Workspace</type>
<type hidden="create, paste">Folder</type>
<type>File</type>
<type>Note</type>
</subtypes>
</type>

The hidden cases are stored in a list ([create, paste] for the above example), so if a check is needed for a hidden
case, then the hidden cases list ought to be verified if contains that particular case.

5.4.6. Summary
The final OSGI-INF/ecm-types-contrib.xml looks like:
<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.ecm.types">
<extension target="org.nuxeo.ecm.platform.types.TypeService" point="types">
<type id="Sample" coretype="Sample">
<label>Sample document</label>

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<icon>/icons/file.gif</icon>
<default-view>view_documents</default-view>
<layout>
<widget jsfcomponent="h:inputText"
schemaname="dublincore" fieldname="title"
required="true" />
<widget jsfcomponent="h:inputTextarea"
schemaname="dublincore" fieldname="description" />
<widget jsfcomponent="h:inputText"
schemaname="sample" fieldname="sample1" />
<widget jsfcomponent="h:inputText"
schemaname="sample" fieldname="sample2" />
</layout>
</type>
<type id="Folder" coretype="Folder">
<subtypes>
<type>Sample</type>
</subtypes>
</type>
<type id="Workspace" coretype="Workspace">
<subtypes>
<type>Sample</type>
</subtypes>
</type>
</extension>
</component>

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Part II. Platform Services

Nuxeo EP 5.3 65
Chapter 6. Exception Handling

6.1. Introduction
The ExceptionHandlingService handles the exceptions that bubbled outside of Nuxeo. It allows to define
handlers to forward to an error page with adequate messages and logs.

It is composed of 3 extension points: the errorHandlers configures the handlers, the requestdump configures the
way the request will be written to error log and listener allows to set a listener to the process so state can be
restore in case of error.

This service is only available in Nuxeo 5.2

6.2. Extension Points

6.2.1. requestdump
The request dump extension point allows to contribute a RequestDumper class. It takes a request as parameter
and output the string that will be written to error log. The default contribution is:

<extension
target="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.ExceptionHandlingService"
point="requestdump">
<requestdump
class="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.DefaultRequestDumper" />
</extension>

It writes the attributes of the request.

6.2.2. listener
The listener extension point allows to contribute a listener that will be called during the different phase of the
exception handling. The default contribution does nothing (this is use by WebEngine):

<extension
target="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.ExceptionHandlingService"
point="listener">
<listener
class="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.NullExceptionHandlingListener" />
</extension>

This contribution is over written in the module nuxeo-platform-webapp-core with:

<extension
target="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.ExceptionHandlingService"
point="listener">
<listener
class="org.nuxeo.ecm.webapp.shield.SeamExceptionHandlingListener" />
</extension>

This listener restore the faces/seam context before to write the attributes (use by NuxeoEP).

6.2.3. errorhandlers
The errorhandlers extension point allows to configure the different handler. General attribute are:

errorhandlers attributes

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Exception Handling

bundle
The message bundle to use. The default bundle used in Nuxeo is messages.

loggerName
The name of the logger to use. Default is nuxeo-error-log. If you change this value, you need to update
your logging configuration.

defaultpage
The page to which you will be forwarded if no page is defined in the handler configuration.

The attributes for each handler are:


error
A regular expression, if matched the Exception we are handling, this handler will be used. The last handler
should use ".*" as a Regular Expression.

message
The key, in the message bundle defined in the general attribute, of the message that will be output to the
user.

page
The error page we should forward to. If not defined we will forward to the default error page as defined in
the general attribute.

code
The status code set to the response. If none the default code will be set.

The default configuration is:

<extension
target="org.nuxeo.ecm.platform.web.common.exceptionhandling.service.ExceptionHandlingService"
point="errorhandlers">
<errorHandlers bundle="messages" loggerName="nuxeo-error-log" defaultpage="nuxeo_error.jsp">
<handlers>
<handler error=".*NoSuchDocumentException" message="Error.Document.Not.Found" code="404"/>
<handler error="javax.jcr.ItemNotFoundException" message="Error.Document.NotFound" code="404"/>
<handler error=".*NoSuchPropertyException" message="Error.Document.NoSuchProperty"/>
<handler error=".*SecurityException" message="Error.Insuffisant.Rights"/>
<handler error=".*" message="Error.Unknown"/>
</handlers>
</errorHandlers>
</extension>

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Chapter 7. Actions, Views, Navigation URLs and JSF
tags

7.1. Introduction
The User Interface framework uses different kinds of concepts to make the interface configurable in the same
way that the application itself is.

Links and pages that appear on the site can be the result of a "static" template written in the XHTML language,
but can also be the result of a configuration change, taken into account thanks to more "generic" XHTML
pages.

The following chapters will explain how configuration and templating combine to achieve the UI of the site.

7.2. Actions

7.2.1. Concepts
In this chapter, an action will stand for any kind of command that can be triggered via user interface interaction.
In other words, it will describe a link and other information that may be used to manage its display (the link
label, an icon, security information for instance).

7.2.2. Manage actions


Custom actions can be contributed to the actions service, using its extension point. Their description is then
available through this service to control where and how they will be displayed.

7.2.2.1. Register a new action

An action can be registered using the following example extension:

Example 7.1. Example of an action registration

<extension target="org.nuxeo.ecm.platform.actions.ActionService"
point="actions">
<action id="logout" link="#{loginLogoutAction.logout}"
label="command.logout">
<category>USER_SERVICES</category>
</action>
</extension>

The above action will be used to display a "logout" link on the site. Here are its properties:
• id: string identifying the action. In the example, the action id is "logout".

• label: the action name that will be used when displaying the link. In the example, the label is
"command.logout". This label is a message that will be translated at display.

• link: string representing the command the action will trigger. This string may represent a different
action given the template that will display the action. In the example, a JSF command link will be used,
so it represents an action method expression. The seam component called "loginLogoutAction" holds a
method named "logout" that will perform the logout and return a string for navigation.

• category: a string useful to group actions that will be rendered in the same area of a page. An action can

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define several categories. Here, the only category defined is "USER_SERVICES". It is designed to group
all the actions that will be displayed on the right top corner of any page of the site.

Other properties can be used to define an action. They are listed here but you can have a look at the main
actions contributions file for more examples:
nuxeo-platform-webapp-core/srs/main/resources/OSGI-INF/actions-contrib.xml.

• filter-ids: id of a filter that will be used to control the action visibility. An action can have several
filters: it is visible if all its filters grant the access.

• filter: a filter definition can be done directly within the action definition. It is a filter like others and
can be referred by other actions.

• icon: the optional icon path for this action.

• confirm: an optional Javascript confirmation string that can be triggered when executing the command.

• order: an optional integer used to sort actions within the same category. This attribute may be
deprecated in the future.

• enabled: boolean indicating whether the action is currently active. This can be used to hide existing
actions when customizing the site behavior.
Actions extension point provides merging features: you can change an existing action definition in your custom
extension point provided you use the same identifier. Properties holding single values (label, link for instance)
will be replaced using the new value. Properties holding multiple values (categories, filters) will be merged
with existing values.

7.2.2.2. Manage category to display an action at the right place

Actions in the same category are supposed to be displayed in the same area of a page. Here are listed the main
default categories if you want to add an action there:
• USER_SERVICES: used to display actions in the top right corner of every page. The link attribute should
look like a JSF action command link. See the example above.

• VIEW_ACTION_LIST: used for tabs displayed on every document. As each tab is not displayed in a
different page, but just includes a specific template content in the middle of the page, the link attribute
has to be a template path. For instance:
<action id="TAB_VIEW" link="/incl/tabs/document_view.xhtml" enabled="true"
order="0" label="action.view.summary">
<category>VIEW_ACTION_LIST</category>
<filter-id>view</filter-id>
</action>
<action id="TAB_CONTENT" link="/incl/tabs/document_content.xhtml" order="10"
enabled="true" label="action.view.content">
<category>VIEW_ACTION_LIST</category>
<filter-id>view_content</filter-id>
</action>

• SUBVIEW_UPPER_LIST: used to display actions just below a document tabs listing. As USER_SERVICES,
these actions will be displayed using a command link, so the link attribute has to be an action method
expression. For instance:
<action id="newSection" link="#{documentActions.createDocument('Section')}"
enabled="true" label="command.create.section"
icon="/icons/action_add.gif">
<category>SUBVIEW_UPPER_LIST</category>
<filter id="newSection">
<rule grant="true">
<permission>AddChildren</permission>
<type>SectionRoot</type>
</rule>
</filter>
</action>
<action id="newDocument" link="select_document_type" enabled="true"
label="action.new.document" icon="/icons/action_add.gif">

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<category>SUBVIEW_UPPER_LIST</category>
<filter-id>create</filter-id>
</action>

7.2.2.3. Manage filters to control an action visibility

An action visibility can be controlled using filters. An action filter is a set of rules that will apply - or not -
given an action and a context.

Filters can be registered using their own extension point, or registered implicitly when defining them inside of
an action definition:

Example 7.2. Example of a filter registration

<filter id="view_content">
<rule grant="true">
<permission>ReadChildren</permission>
<facet>Folderish</facet>
</rule>
<rule grant="false">
<type>Root</type>
</rule>
</filter>

Example 7.3. Example of a filter registration inside an action registration

<action id="newSection" link="#{documentActions.createDocument('Section')}"


enabled="true" label="command.create.section"
icon="/icons/action_add.gif">
<category>SUBVIEW_UPPER_LIST</category>
<filter id="newSection">
<rule grant="true">
<permission>AddChildren</permission>
<type>SectionRoot</type>
</rule>
</filter>
</action>

A filter can accept any number of rules. It will grant access to an action if, among its rules, no denying rule
(grant=false) is found and at least one granting rule (grant=true) is found. A general rule to remember is
that if you would like to add a filter to an action that already has one or more filters, it has to hold constraining
rules: a granting filter will be ignored if another filter is already too constraining.

If no rule is set, the filter will grant access by default.

The default filter implementation uses filter rules with the following properties:
• grant: boolean indicating whether this is a granting rule or a denying rule.

• permission: permission like "Write" that will be checked on the context for the given user. A rule can
hold several permissions: it applies if user holds at least one of them.

• facet: facet like "Folderish" that can be set on the document type
(org.nuxeo.ecm.core.schema.types.Type) to describe the document type general behavior. A rule can
hold several facets: it applies if current document in context has at least one of them.

• condition: EL expression that can be evaluated against the context. The Seam context is made available
for conditions evaluation. A rule can hold several conditions: it applies if at least one of the conditions is
verified.

• type: document type to check against current document in context. A rule can hold several types: it

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applies if current document is one of them. The fake 'Server' type is used to check the server context.

• schema: document schema to check against current document in context. A rule can hold several
schemas: it applies if current document has one of them.

• group: group like "members" to check against current user in context. A rule can hold several groups: it
applies if current user is in one of them.

Filters do not support merging, so if you define a filter with an id that is already used in another contribution,
only the first contribution will be taken into account.

7.2.2.4. Adapt templates to display an action

It is important to understand that an action does *not* define the way it will be rendered: This is left to pages,
templates and other components displaying it. Most of the time, actions will be rendered as command links or
command buttons.

For instance, actions using the USER_SERVICES category will be rendered as action links:
<nxu:methodResult name="actions"
value="#{webActions.getActionsList('USER_SERVICES')}">
<nxu:dataList layout="simple" var="action" value="#{actions}"
rowIndexVar="row" rowCountVar="rowCount">
<h:outputText value=" | " rendered="#{row!=(rowCount-1)}" />
<nxh:commandLink action="#{action.getLink()}">
<t:htmlTag value="br" rendered="#{row==(rowCount-1)}" />
<h:outputText value="#{messages[action.label]}" />
</nxh:commandLink>
</nxu:dataList>
</nxu:methodResult>

The nxu:methodResult tag is only used to retrieve the list of actions declared for the USER_SERVICES category.
The nxh:commandLink is used instead of a simple h:commandLink so that it executes commands that where
described as action expression methods.

Another use case is the document tabs: actions using the VIEW_ACTION_LIST category will be rendered as action
links too, but actions are managed by a specific seam component that will hold the information about the
selected tab. When clicking on an action, this selected tab will be changed and the link it points to will be
displayed.

7.3. Views

7.3.1. UI Views
First of all, we have to make the difference between a view in a standard JSF way (navigation case view id,
navigation case output) and views in Nuxeo 5 (document type view, creation view)

7.3.2. Manage views

7.3.2.1. Standard JSF navigation concepts

A standard JSF navigation rule can be defined in the OSGI-INF/deployment-fragment.xml files, inside the
faces-config#NAVIGATION directive.

Example 7.4. Example of a navigation rule case definitions

<extension target="faces-config#NAVIGATION">
<navigation-case>
<from-outcome>create_document</from-outcome>
<to-view-id>/create_document.xhtml</to-view-id>

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<redirect />
</navigation-case>
<navigation-case>
<from-outcome>view_documents</from-outcome>
<to-view-id>/view_documents.xhtml</to-view-id>
<redirect />
</navigation-case>
</extension>

7.3.2.2. Nuxeo 5 views

A certain Nuxeo document type, can have defined a default view (used to view/edit the document) and a create
view (used to create the document). These views are specified in the OSGI-INF/ecm-types-contrib.xml file,
as in the following example.

Example 7.5. Example of view definitions for a document type

<extension target="org.nuxeo.ecm.platform.types.TypeService" point="types">


<type id="Workspace" coretype="Workspace">
<label>Workspace</label>
<icon>/icons/workspace.gif</icon>
<icon-expanded>/icons/workspace_open.gif</icon-expanded>
<default-view>view_documents</default-view>
<create-view>create_workspace</create-view>
</type>
</extension>

The default view of a document is rendered as a list of tabs. As mentioned before, the document tabs are
defined as actions in the OSGI-INF/actions-contrib file, having as category VIEW_ACTION_LIST. A tab can be
added to a document default view as shown in the following example.

Example 7.6. Example of tab definition for a default view of a document type

<extension target="org.nuxeo.ecm.platform.actions.ActionService" point="actions">


<action id="TAB_EDIT" link="/incl/tabs/document_edit.xhtml" enabled="true"
order="20" label="action.view.edit" icon="/icons/file.gif">
<category>VIEW_ACTION_LIST</category>
<filter-id>edit</filter-id>
<filter-id>mutable_document</filter-id>
</action>
</extension>

7.4. Navigation URLs


There are two services that help building GET URLs to restore a Nuxeo context. The default configuration
handle restoring the current document, the view, current tab and current sub tab.

7.4.1. Document view codec service


The service handling document views allows registration of codecs. Codecs manage coding of a document view
(holding a document reference, repository name as well as key-named string parameters) in to a URL, and
decoding of this URL into a document view.

Example 7.7. Example of a document view codec registration

<extension

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target="org.nuxeo.ecm.platform.url.service.DocumentViewCodecService"
point="codecs">
<documentViewCodec name="docid" enabled="true" default="true" prefix="nxdoc"
class="org.nuxeo.ecm.platform.url.codec.DocumentIdCodec" />
<documentViewCodec name="docpath" enabled="true" default="false" prefix="nxpath"
class="org.nuxeo.ecm.platform.url.codec.DocumentPathCodec" />
</extension>

In this example, the docid codec uses the document uid to resolve the context. Urls are of the form
http://site/nuxeo/nxdoc/demo/docuid/view. The docpath codec uses the document path to resolve the context.
Urls are of the form http://site/nuxeo/nxpath/demo/path/to/my/doc@view.

Additional parameters are coded/decoded as usual request parameters.

Note that when building a document view, the url service will require a view id. The other information
(document location and parameters) are optional, as long as they're not required for your context to be
initialized correctly.

7.4.2. URL policy service


The service handling URLs allows registration of patterns. These patterns help saving the document context
and restoring it thanks to information provided by codecs. The URL service will iterate through its patterns, and
use the first one that returns an answer (proving decoding was possible).

Example 7.8. Example of a url pattern registration

<extension target="org.nuxeo.ecm.platform.ui.web.rest.URLService"
point="urlpatterns">
<urlPattern name="default" enabled="true">
<defaultURLPolicy>true</defaultURLPolicy>
<needBaseURL>true</needBaseURL>
<needRedirectFilter>true</needRedirectFilter>
<needFilterPreprocessing>true</needFilterPreprocessing>
<codecName>docid</codecName>
<actionBinding>#{restHelper.initContextFromRestRequest}</actionBinding>
<documentViewBinding>#{restHelper.documentView}</documentViewBinding>
<newDocumentViewBinding>#{restHelper.newDocumentView}</newDocumentViewBinding>
<bindings>
<binding name="tabId">#{webActions.currentTabId}</binding>
<binding name="subTabId">#{webActions.currentSubTabId}</binding>
</bindings>
</urlPattern>
</extension>

In this example, the "default" pattern uses the above "docid" codec. Its is set as the default URL policy, so that
it's used by default when caller does not specify a pattern to use. It needs the base URL: the docid codec only
handles the second part if the URL. It needs redirect filter: it will be used to provide the context information to
store. It needs filter preprocessing: it will be used to provide the context information to restore. It's using the
docid codec.

The action binding method handles restoring of the context in the Seam context. It takes a document view as
parameter. It requires special attention: if you're using conversations (as Nuxeo does by default), you need to
annotate this method with a "@Begin" tag so that it uses the conversation identifier passed as a parameter if it's
still valid, or initiates a new conversation in other cases. The method also needs to make sure it initializes all
the seam components it needs (documentManager for instance) if they have not be in intialized yet.

The additional document view bindings are used to pass document view information through requests. The
document view binding maps to corresponding getters and setters. The new document view binding is used to
redirect to build GET URL in case request is a POST: it won't have the information in the URL so it needs to
rebuild it.

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Other bindings handle additional request parameters. In this example, they're used to store and restore tab and
sub tab information (getters and setters have to be defined accordingly).

7.4.3. Additional configuration


The URL patterns used need to be registered on the authentication service so that they're considered as valid
urls. Valid urls will be stored in the request, so that if authentication is required, user is redirected to the url
after login.

Example 7.9. Example of a start url pattern registration

<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="startURL">
<startURLPattern>
<patterns>
<pattern>nxdoc/</pattern>
</patterns>
</startURLPattern>
</extension>

Just the start of the url is required in this configuration. Contributions are merged: it is not possible to remove
an existing start pattern.

The URL patterns used also need to be handled by the default nuxeo authentication service so that login
mechanism (even for anonymous) applies for them.

Example 7.10. Example authentication filter configuration

<extension target="web#STD-AUTH-FILTER">
<filter-mapping>
<filter-name>NuxeoAuthenticationFilter</filter-name>
<url-pattern>/nxdoc/*</url-pattern>
<dispatcher>REQUEST</dispatcher>
<dispatcher>FORWARD</dispatcher>
</filter-mapping>
</extension>

This is a standard filter mapping configuration.

7.4.4. URL JSF tags


There are some JSF tags and functions helping you to define what kind of GET URL should be displayed on
the interface.

Example 7.11. Example of nxd:restDocumentLink use

<nxd:restDocumentLink document="#{doc}">
<nxh:outputText value="#{nxd:titleOrId(doc)}" />
</nxd:restDocumentLink>

In this example, the tag will print a simple link, using the default pattern, and build the document view using
given document model, using its default view.

Please refer to the tag library documentation available at


http://doc.nuxeo.org/5.1/tlddoc/nxd/restDocumentLink.html for additional parameters: it's possible to set the

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tab, sub tab, and use a specific URL pattern.

Note that you can also use JSF functions to build the GET URL. This is what's done for file links: the function
queries the URL policy service to build the URL.

Example 7.12. Example of a jsf function use

<nxh:outputLink rendered="#{doc.hasSchema('file') and !empty doc.file.content}"


value="#{nxd:fileUrl('downloadFile', doc, 'file:content', doc.file.filename)}">
<nxh:graphicImage value="/icons/download.png" style="vertical-align:middle"
title="#{doc.file.filename}" />
</nxh:outputLink>

Example 7.13. fileUrl method code

public static String fileUrl(String patternName, DocumentModel doc,


String blobPropertyName, String filename) {
try {
DocumentLocation docLoc = new DocumentLocationImpl(doc);
Map<String, String> params = new HashMap<String, String>();
params.put(DocumentFileCodec.FILE_PROPERTY_PATH_KEY,
blobPropertyName);
params.put(DocumentFileCodec.FILENAME_KEY, filename);
DocumentView docView = new DocumentViewImpl(docLoc, null, params);
// generate url
URLPolicyService service = Framework.getService(URLPolicyService.class);
if (patternName == null) {
patternName = service.getDefaultPatternName();
}
return service.getUrlFromDocumentView(patternName, docView,
BaseURL.getBaseURL());
} catch (Exception e) {
log.error("Could not generate url for document file", e);
}
return null;
}

Similar methods exist for more complex urls, when handling files in list for instance. Please refer to the list at
http://doc.nuxeo.org/5.1/tlddoc/nxd/tld-summary.html.

7.5. Nuxeo Document Lists Manager


The Document List Manager provides a service to manage lists of Nuxeo documents.

These lists of documents can have properties such as:


• a name, defined by name attribute.

• a scope (session or conversation), defined by <isSession/> tag - it defines if the memory storage occurs
in the Seam session context or in the Seam conversation context.

• a persistence (SQL directory or not present), defined by <persistent/> tag - the service persists only the
list of the document references, not the real documents; the lists of document references is persisted in a
SQL directory, which is generic and does not need any configuration.

The lists of documents can be invalidated when Seam events are raised. This is usefull, for example, for
resetting CURRENT_SELECTION lists when the user change the current folder or when a new search is performed.

Documents lists can be defined like in the following example (OSGI-INF/documentslists-contrib.xml):

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Example 7.14. Example of documents lists definition

<extension target="org.nuxeo.ecm.webapp.documentsLists.DocumentsListsService" point="list">


<documentsList name="CLIPBOARD">
<category>CLIPBOARD</category>
<imageURL>/img/clipboard.gif</imageURL>
<title>workingList.clipboard</title>
<defaultInCategory>false</defaultInCategory>
<supportAppends>false</supportAppends>
</documentsList>
<documentsList name="CURRENT_SELECTION">
<events>
<event>folderishDocumentSelectionChanged</event>
<event>searchPerformed</event>
</events>
<isSession>false</isSession>
</documentsList>
</extension>

7.6. Nuxeo File Manager


The File Manager provides a service which exposes a simple API in order to create a Nuxeo document model
from a passed blob file. Also, this service exposes as extension point which can be used to define plugins.

When the File Manager service is called, it will detect the mime-type of the passed blob, and will try to find a
plugin to hadle the creation of a Nuxeo document model based on the detected mime-type.

Typical usages:
• txt/html/xml files - a Note document is created.

• image files - a Picture document is created (if nuxeo-platform-imaging addon is deployed).

• folder - a Folder document is created.

• other files - a File document is created.

Pugins can be defined like in the following example (OSGI-INF/nxfilemanager-plugins-contrib.xml):

Example 7.15. Example of File Manager plugins definition

<extension target="org.nuxeo.ecm.platform.filemanager.service.FileManagerService" point="plugins">


<plugin name="Noteplugin"
class="org.nuxeo.ecm.platform.filemanager.service.extension.NotePlugin">
<filter>text/plain</filter>
<filter>text/html</filter>
<filter>application/xhtml+xml</filter>
<filter>application/xml</filter>
<filter>text/xml</filter>
</plugin>
</extension>

As a client of the File Manager service can be used the browser plugins (for Firefox and Internet Explorer)
which can be be downloaded through the links from the default Nuxeo 5 login page. These plugins enable the
user to create Nuxeo documents just by dragging & dropping folders/files to the browser. The plugins use a
restlet (HTTP API) to send files/folders to the Nuxeo 5 Platform. The restlets use the File Manager serivce in
order to create a Nuxeo document from the passed file.

7.7. Nuxeo JSF tags

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Please refer to the tag library documentation available at http://doc.nuxeo.org/5.1/tlddoc/.

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Chapter 8. Layouts
Let our artists go wild on imaginative page layouts.

-- Grant Morrison

8.1. Introduction
Layouts are used to generate pages rendering from an xml configuration.

In a document oriented perspective, layouts are mostly used to display a document metadata in different use
cases: present a form to set its schemas fields when creating or editing the document, and present these fields
values when simply displaying the document. A single layout definition can be used to address these use cases
as it will be rendered for a given document and in a given mode.

In this chapter we will see how to define a layout, link it to a document type, and use it in XHTML pages.

8.1.1. Layouts
A layout is a group of widgets that specifies how widgets are assembled and displayed. It manages widget rows
and has global control on the rendering of each of its widgets.

8.1.2. Widgets
It's all the same machine, right? The Pentagon, multinational corporations, the police! You do one little job, you
build a widget in Saskatoon and the next thing you know it's two miles under the desert, the essential
component of a death machine!

-- Holloway, Cube

A widget defines how one or several fields from a schema will be presented on a page. It can be displayed in
several modes and holds additional information like for instance the field label. When it takes user entries, it
can perform conversion and validation like usual JSF components.

8.1.3. Widget types


A widget definition includes the mention of its type. Widget types make the association between a widget
definition and the jsf component tree that will be used to render it in a given mode.

8.1.4. Modes
The layout modes can be anything although some default modes are included in the application: create, edit,
view, listing and search.

The widget modes are more restricted and widget types will usually only handle two modes: edit and view. The
widget mode is computed from the layout mode following this rule: if the layout is in mode create, edit or
search, the widget will be in edit mode. Otherwise the widget will be in view mode.

It is possible to override this behavior in the widget definition, and state that, for instance, whatever the layout
mode, the widget will be in view mode so that it only displays read-only values. The pseudo-mode "hidden"
can also be used in a widget definition to exclude this widget from the layout in a given mode.

The pseudo mode "any" is only used in layouts and widgets definitions to set up default values.

8.2. Manage layouts

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Custom layouts can be contributed to the web layout service, using its extension point. The layout definition is
then available through the service to control how it will be displayed in a given mode.

Some jsf tags have been added to the Nuxeo ECM layout tag library to make then easily available from an
xhtml page.

8.2.1. Layout registration


Layouts are registered using a regular extension point on the Nuxeo ECM layout service. Here is a sample
contribution.

Example 8.1. Sample layout contribution to the layout service.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.forms.layouts.webapp">
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="heading">
<templates>
<template mode="any">/layouts/layout_default_template.xhtml</template>
</templates>
<rows>
<row>
<widget>title</widget>
</row>
<row>
<widget>description</widget>
</row>
</rows>
<widget name="title" type="text">
<labels>
<label mode="any">label.dublincore.title</label>
</labels>
<translated>true</translated>
<fields>
<field>dc:title</field>
</fields>
<properties widgetMode="edit">
<property name="required">true</property>
</properties>
</widget>
<widget name="description" type="textarea">
<labels>
<label mode="any">label.dublincore.description</label>
</labels>
<translated>true</translated>
<fields>
<field>dc:description</field>
</fields>
</widget>
</layout>
</extension>
</component>

8.2.2. Layout definition


The above layout definition is used to display the title and the description of a document. Here are its
properties:
• name: string used as an identifier. In the example, the layout name is "heading".

• templates: list of templates to use for this layout global rendering. In the example, the layout template in
any mode is the xhtml file at "/layouts/layout_default_template.xhtml". Please refer to section about
custom layout templates for more information.

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• rows: definition about what widgets will have to be displayed on this row. Each row can hold several
widgets, and an empty widget tag can be used to control the alignment. The widget has to match a widget
name given in this layout definition. In the example, two rows have been defined, the first one will hold
the "title" widget, and the second one will hold the "description" widget.

• widget: a layout definition can hold any number of widget definitions. If the widget is not referenced in
the rows definition, it will be ignored. Since 5.1.7 and 5.2.0, it will be searched in the global widget
registry before being ignored. This new feature is a convenient way to share widget definitions between
layouts. Please refer the widget definition section.

8.2.3. Widget definition


Two widget definitions are presented on the above example. Let's look into the "title" widget and present its
properties:
• name: string used as an identifier in the layout context. In the example, the widget name is "title".

• type: the widget type that will manage the rendering of this widget. In this example, the widget type is
"text". This widget type is a standard widget types, more information about widget types is available
here.

• labels: list of labels to use for this widget in a given mode. If no label is defined in a specific mode, the
label defined in the "any" mode will be taken as default. In the example, a single label is defined for any
mode to the "label.dublicore.title" message. If no label is defined at all, a default label will be used
following the convention: "label.widget.[layoutName].[widgetName]".

• translated: string representing a boolean value ("true" or "false") and defaulting to "false". When set as
translated, the widget labels will be treated as messages and displayed translated. In the example, the
"label.dublincore.title" message will be translated at rendering time. Default is true.

• fields: list of fields that will be managed by this widget. In the example, we handle the field "dc:title"
where "dc" is the prefix for the "dublincore" schema. If the schema you would like to use does not have a
prefix, use the schema name instead. Note that most of standard widget types only handle one field. Side
note: when dealing with an attribute from the document that is not a metadata, you can use the property
name as it will be resolved like a value expression of the form #{document.attribute}.

• properties: list of properties that will apply to the widget in a given mode. Properties listed in the "any"
mode will be merged with properties for the specific mode. Depending on the widget type, these
properties can be used to control what jsf component will be used and/or what attributes will be set on
these components. In standard widget types, only one component is used given the mode, and properties
will be set as attributes on the component. For instance, when using the "text" widget type, every
property accepted by the "<h:inputText />" tag can be set as properties on "edit" and "create" modes, and
every property accepted by the "<h:outputText />" tag can be set as properties. Properties can also be
added in a given widget mode.

Additional properties can be set on a widget:


• helpLabels: list that follows the same pattern as labels, but used to set help labels.

• widgetModes: list of local modes used to override the local mode (from the layout).

• subWidgets: list of widget definitions, as the widget list, used to describe sub widgets use to help the
configuration of some complex widget types.

Here is a more complex layout contribution that shows the syntax to use for these additional properties:

Example 8.2. Sample complex layout contribution to the layout service.

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<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.forms.layouts.webapp">
<!-- WARNING: this extension point is only available in 5.1.7 and 5.2.0 -->
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="widgets">
<!-- global definition of a widget so that it can be used
in several layouts -->
<widget name="description" type="textarea">
<labels>
<label mode="any">description</label>
</labels>
<translated>true</translated>
<fields>
<field>dc:description</field>
</fields>
<properties widgetMode="edit">
<property name="styleClass">dataInputText</property>
</properties>
</widget>
</extension>
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="complex">
<templates>
<template mode="any">/layouts/layout_default_template.xhtml</template>
</templates>
<rows>
<row>
<widget>identifier</widget>
</row>
<row>
<!-- reference a global widget -->
<widget>description</widget>
</row>
</rows>
<widget name="identifier" type="text">
<labels>
<label mode="any">label.dublincore.title</label>
</labels>
<translated>true</translated>
<fields>
<field>uid:uid</field>
</fields>
<widgetModes>
<!-- not shown in create mode -->
<mode value="create">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<!-- required in widget mode edit -->
<property name="required">true</property>
</properties>
<properties mode="view">
<!-- property applying in view mode -->
<property name="styleClass">cssClass</property>
</properties>
</widget>
</layout>
</extension>
</component>

8.2.4. Listing layout definition


Layouts can also be used to render table rows, as long as their mode (or their widgets mode) do not depend on
the iteration variable, as the layout is built when building the JSF tree (too early in the JSF construction
mechanism for most iteration variables).

For this usage, columns/column aliases have been defined because they are more intuitive when describing a
row in the layout. The layout layout_listing_template.xhtml makes it possible to define new properties to take
care of when rendering the table header or columns.

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Example 8.3. Sample complex layout contribution to the layout service.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.forms.layouts.webapp.listing">
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="widgets">
<widget name="listing_selection_box_with_current_document"
type="listing_selection_box_with_current_document">
<labels>
<label mode="any"></label>
</labels>
<fields>
<field>selected</field>
<field>data.ref</field>
</fields>
</widget>
<widget name="listing_icon_type" type="listing_icon_type">
<labels>
<label mode="any"></label>
</labels>
<fields>
<field>data</field>
<field>data.ref</field>
<field>data.type</field>
<field>data.folder</field>
</fields>
</widget>
<widget name="listing_title_link" type="listing_title_link">
<labels>
<label mode="any">label.content.header.title</label>
</labels>
<translated>true</translated>
<fields>
<field>data</field>
<field>data.ref</field>
<field>data.dc.description</field>
<field>data.file.content</field>
<field>data.file.filename</field>
</fields>
<properties mode="any">
<property name="file_property_name">file:content</property>
<property name="file_schema">file</property>
</properties>
</widget>
<widget name="listing_modification_date" type="datetime">
<labels>
<label mode="any">label.content.header.modified</label>
</labels>
<translated>true</translated>
<fields>
<field>data.dc.modified</field>
</fields>
<properties widgetMode="any">
<property name="pattern">#{nxu:basicDateAndTimeFormater()}</property>
</properties>
</widget>
</extension>
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="document_listing_sample">
<templates>
<template mode="any">/layouts/layout_listing_template.xhtml</template>
</templates>
<properties mode="any">
<property name="showListingHeader">true</property>
<property name="showRowEvenOddClass">true</property>
</properties>
<columns>
<column>
<properties mode="any">
<property name="isListingSelectionBoxWithCurrentDocument">
true
</property>
<property name="useFirstWidgetLabelAsColumnHeader">false</property>
<property name="columnStyleClass">iconColumn</property>
</properties>
<widget>listing_selection_box_with_current_document</widget>
</column>
<column>
<properties mode="any">
<property name="useFirstWidgetLabelAsColumnHeader">false</property>

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<property name="columnStyleClass">iconColumn</property>
</properties>
<widget>listing_icon_type</widget>
</column>
<column>
<properties mode="any">
<property name="useFirstWidgetLabelAsColumnHeader">true</property>
<property name="sortPropertyName">dc:title</property>
</properties>
<widget>listing_title_link</widget>
</column>
<column>
<properties mode="any">
<property name="useFirstWidgetLabelAsColumnHeader">true</property>
<property name="sortPropertyName">dc:modified</property>
</properties>
<widget>listing_modification_date</widget>
</column>
</columns>
</layout>
</extension>
</component>

Here widgets have been defined globally, as well as their types. New widget types, or simply widget templates,
can be made taking example on the existing ones, see
http://hg.nuxeo.org/nuxeo/nuxeo-jsf/file/5.3/nuxeo-platform-webapp-base/src/main/resources/OSGI-INF/layouts-listing-con

More information about how to write a listing layout template can be read below.

8.2.5. EL expressions in layouts and widgets


Some variables are made available to the EL context when using layout or widget templates.
• Inside the layout context, the following global variables are available: value (and equivalent
document) + levels and changing "value" context

• layoutValue: represents the value (evaluated) passed in a "nxl:layout" or "nxl:documentLayout" tag


attributes.

• layoutMode: represents the mode (evaluated) passed in a "nxl:layout" or "nxl:documentLayout" tag


attributes.

• value: represents the current value as manipulated by the tag: in a "nxl:layout" tag, it will represent the
value resolved from the "value" tag attribute ; in a "nxl:widget" tag, it will represent the value resolved
from the "value" tag attribute. This value will work with field information passed in the widget
definition to resolve fields and subfields. The variable "document" is available as an alias, although it
does not always represent a document model (as layouts can aplly to any kind of object).

• value_n: represents the current value as manipulated by the tag, as above, excepts it includes the
widget level (value_0, value_1, etc...). This is useful when needing to use the value as defined in a
parent widget, for instance.

• Inside a layout template, the variable "layout" is available, it make its possible to
access the generated layout object.

• Inside a "nxl:layoutRow", or equivalent "nxl:layoutColumn" tag, the variables


"layoutRow" and "layoutRowIndex" are available to access the generated layout row, and
its index within the iteration over rows. The equivalent "layoutColumn" and
"layoutColumnIndex" variables are also available.

• Inside a "nxl:layoutRowWidget", or equivalent "nxl:layoutColumn" widget, the variables "widget" and


"widgetIndex" are available to access the generated current widget, and its index in the row or column.
The variables added the level information are also available: widget_0, widget_1, ... and widgetIndex_0,
widgetIndex_1... This is useful when needed to use the widget as defined in a higher level.

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• Inside a widget template, some "field_n" variables are available: "field_0" represents the resolved first
field value, "field_1" the second value, etc... Since 5.3.1, the variable "field" is available as an alias to
"field_0". Since 5.3.2, the widget properties are also exposed for easier resolution of EL expressions: for
instance, the variable "widgetProperty_onchange" represents the resolved property with name
"onchange".

The complete reference is available at http://doc.nuxeo.org/current/tlddoc/nxl/tld-summary.html.

8.3. Document layouts


Layouts can be linked to a document type definition by specifying the layout names:

<layouts mode="any">
<layout>heading</layout>
<layout>note</layout>
</layouts>

Layouts are defined in a given mode; layouts in the "any" mode will be used as default when no layouts are
given in specific modes.

Since 5.2.GA, it is possible to merge layouts when redefining the document type, adding a property
append="true":
<layouts mode="any" append="true">
<layout>newLayout</layout>
</layouts>

Since 5.3.1, a new mode "listing" can used for folderish documents. Their default content will use the given
layouts to make it possible to switch between the different presentations.

Some default listing layouts have been defined, the one used by default when no layout is given in this mode is
"document_listing". To remove the layouts defined by default on a document type, override it without listing
any modes.
<layouts mode="listing">
</layouts>
<layouts mode="listing">
<layout>document_listing</layout>
<layout>document_listing_compact_2_columns</layout>
<layout>document_icon_2_columns</layout>
</layouts>

Layouts with a name that ends with "2_columns" will be displayed on two columns by default. The layout
name will be used as a message key for the selector label.

8.4. Layout display


Layouts can be displayed thanks to a series a JSF tags that will query the web layout service to get the layout
definition and build it for a given mode.

For instance, we can use the documentLayout tag to display the layouts of a document:

<div xmlns="http://www.w3.org/1999/xhtml"
xmlns:nxl="http://nuxeo.org/nxforms/layout">
<nxl:documentLayout mode="view" value="#{currentDocument}" />
</div>

We can also display a specific layout for a document, even if it is not specified in the document type definition:

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<div xmlns="http://www.w3.org/1999/xhtml"
xmlns:nxl="http://nuxeo.org/nxforms/layout">
<nxl:layout name="heading" mode="view" value="#{currentDocument}" />
</div>

Warning
You can include a layout in a dataTable tag, but cannot make its mode depend on the iteration
variable. If you need to do so, recommendation is to use nxu:repeat tag and handle all the <table>
works by yourself.

Please refer to the tag library documentation available at


http://doc.nuxeo.org/current/tlddoc/nxl/tld-summary.html.

8.5. Standard widget types


A series of widget types has been defined for the most generic uses cases.

Please refer to the tag library documentation available at http://doc.nuxeo.org/5.1/tlddoc/ for nuxeo jsf tags.

8.5.1. text
The text widget displays an input text in create or edit mode, with additional message tag for errors, and a
regular text output in any other mode. Widgets using this type can provide properties accepted on a
<h:inputText /> tag in create or edit mode, and properties accepted on a <h:outputText /> tag in other
modes.

8.5.2. int
The int widget displays an input text in create or edit mode, with additional message tag for errors, and a
regular text output in any other mode. It uses a number converter. Widgets using this type can provide
properties accepted on a <h:inputText /> tag in create or edit mode, and properties accepted on a
<h:outputText /> tag in other modes.

8.5.3. secret
The secret widget displays an input secret text in create or edit mode, with additional message tag for errors,
and nothing in any other mode. Widgets using this type can provide properties accepted on a <h:inputSecret
/> tag in create or edit mode.

8.5.4. textarea
The textarea widget displays a textarea in create or edit mode, with additional message tag for errors, and a
regular text output in any other mode. Widgets using this type can provide properties accepted on a
<h:inputTextarea /> tag in create or edit mode, and properties accepted on a <h:outputText /> tag in other
modes.

8.5.5. datetime
The datetime widget displays a javascript calendar in create or edit mode, with additional message tag for
errors, and a regular text output in any other mode. It uses a date time converter. Widgets using this type can
provide properties accepted on a <nxu:inputDatetime /> tag in create or edit mode, and properties accepted
on a <h:outputText /> tag in other modes. The converter will also be given these properties.

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8.5.6. template
The template widget displays a template content whatever the mode. Widgets using this type must provide the
path to this template; this template can check the mode to adapt the rendering.

Information about how to write a template is given in the custom widget template section.

8.5.7. file
The file widget displays a file uploader/editor in create or edit mode, with additional message tag for errors, and
a link to the file in other modes. Widgets using this type can provide properties accepted on a <nxu:inputFile
/> tag in create or edit mode, and properties accepted on a <nxu:outputFile /> tag in other modes.

8.5.8. htmltext
The htmltext widget displays an html text editor in create or edit mode, with additional message tag for errors,
and a regular text output in other modes (without escaping the text). Widgets using this type can provide
properties accepted on a <nxu:editor /> tag in create or edit mode, and properties accepted on a
<nxu:outputText /> tag in other modes.

8.5.9. selectOneDirectory
The selectOneDirectory widget displays a selection of directory entries in create or edit mode, with additional
message tag for errors, and the directory entry label in other modes. Widgets using this type can provide
properties accepted on a <nxd:selectOneListbox /> tag in create or edit mode, and properties accepted on a
<nxd:directoryEntryOutput /> tag in other modes.

8.5.10. selectManyDirectory
The selectManyDirectory widget displays a multi selection of directory entries in create or edit mode, with
additional message tag for errors, and the directory entries labels in other modes. Widgets using this type can
provide properties accepted on a <nxd:selectManyListbox /> tag in create or edit mode, and properties
accepted on a <nxd:directoryEntryOutput /> tag in other modes.

8.5.11. list
The list widget displays an editable list of items in create or edit mode, with additional message tag for errors,
and the same list of items in other modes. Items are defined using sub widgets configuration. This actually a
template widget type whose template uses a <nxu:inputList /> tag in edit or create mode, and a table iterating
over items in other modes.

8.5.12. checkbox
The checkbox widget displays a checkbox in create, edit and any other mode, with additional message tag for
errors. Widgets using this type can provide properties accepted on a <h:selectBooleanCheckbox /> tag in
create, edit mode, and other modes.

8.6. Custom templates


Some templating feature have been made available to make it easier to control the layouts and widgets
rendering.

8.6.1. Custom layout template

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A layout can define an xhtml template to be used in a given mode. Let's take a look at the default template
structure.

Example 8.4. Default layout template

<f:subview
xmlns:c="http://java.sun.com/jstl/core"
xmlns:f="http://java.sun.com/jsf/core"
xmlns:h="http://java.sun.com/jsf/html"
xmlns:nxl="http://nuxeo.org/nxforms/layout"
xmlns:nxu="http://nuxeo.org/nxweb/util"
xmlns:nxd="http://nuxeo.org/nxweb/document"
id="#{layout.id}">
<c:if test="#{layout.mode != 'edit' and layout.mode != 'create'}">
<table class="dataInput">
<tbody>
<nxl:layoutRow>
<tr>
<nxl:layoutRowWidget>
<td class="labelColumn">
<c:choose>
<c:when test="#{widget.translated}">
<h:outputText value="#{messages[widget.label]}" />
<c:if test="#{!empty widget.helpLabel}">
<h:outputText value=" " />
<h:graphicImage value="/icons/info.gif"
title="#{messages[widget.helpLabel]}"
alt="#{messages[widget.helpLabel]}" />
</c:if>
</c:when>
<c:otherwise>
<h:outputText value="#{widget.label}" />
<c:if test="#{!empty widget.helpLabel}">
<h:outputText value=" " />
<h:graphicImage value="/icons/info.gif"
title="#{widget.helpLabel}"
alt="#{widget.helpLabel}" />
</c:if>
</c:otherwise>
</c:choose>
</td>
<td class="fieldColumn" colspan="#{nxu:test(layoutRow.size==1, 2*layout.columns-1, 1)}">
<nxl:widget widget="#{widget}" value="#{value}" />
</td>
</nxl:layoutRowWidget>
</tr>
</nxl:layoutRow>
</tbody>
</table>
</c:if>
<c:if test="#{layout.mode == 'edit' or layout.mode == 'create'}">
<table class="dataInput">
<tbody>
<nxl:layoutRow>
<tr>
<nxl:layoutRowWidget>
<td class="labelColumn">
<c:choose>
<c:when test="#{widget.translated}">
<h:outputText value="#{messages[widget.label]}"
styleClass="#{nxu:test(widget.required, 'required', '')}" />
<c:if test="#{!empty widget.helpLabel}">
<h:outputText value=" " />
<h:graphicImage value="/icons/info.gif"
title="#{messages[widget.helpLabel]}"
alt="#{messages[widget.helpLabel]}" />
</c:if>
</c:when>
<c:otherwise>
<h:outputText value="#{widget.label}"
styleClass="#{nxu:test(widget.required, 'required', '')}" />
<c:if test="#{!empty widget.helpLabel}">
<h:outputText value=" " />
<h:graphicImage value="/icons/info.gif"
title="#{widget.helpLabel}"
alt="#{widget.helpLabel}" />
</c:if>
</c:otherwise>
</c:choose>
</td>

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<td class="fieldColumn" colspan="#{nxu:test(layoutRow.size==1, 2*layout.columns-1, 1)}">


<nxl:widget widget="#{widget}" value="#{value}" />
</td>
</nxl:layoutRowWidget>
</tr>
</nxl:layoutRow>
</tbody>
</table>
</c:if>
</f:subview>

This template is intended to be unused in any mode, so the layout mode is checked to provide a different
rendering in "edit" or "create" modes and other modes.

When this template is included in the page, several variables are made available:
• layout: the computed layout value ; its mode and number of columns can be checked on it.

• value or document: the document model (or whatever item used as value).

The layout system integration using facelets features requires that iterations are performed on the layout rows
and widgets. The <nxl:layoutRow> and <nxl:layoutRowWidget /> trigger these iterations. Inside the
layoutRow tag, two more variables are made available: layoutRow and layoutRowIndex. Inside the
layoutRowWidget, two more variables are made available: widget and widgetIndex.

These variables can be used to control the layout rendering. For instance, the default template is the one
applying the "required" style on widget labels, and translating these labels if the widget must be translated. It
also makes sure widgets on the same rows are presented in the same table row.

8.6.2. Listing template


This layout intends to render columns within a table: each line will be filled thanks to a layout configuration. It
is only used in view mode. Let's take a look at the default listing template structure.

Example 8.5. Listing layout template

<f:subview
xmlns:c="http://java.sun.com/jstl/core"
xmlns:f="http://java.sun.com/jsf/core"
xmlns:h="http://java.sun.com/jsf/html"
xmlns:nxl="http://nuxeo.org/nxforms/layout"
xmlns:nxu="http://nuxeo.org/nxweb/util"
xmlns:nxd="http://nuxeo.org/nxweb/document"
id="#{layout.id}">
<c:if test="false">
Layout template applying to an item instance of SelectDataModel named "documents"
Other needed parameters are:
- provider: instance of a ResultProvider to handle sort
- layoutListingStatus: iteration status, used to print table header
matching widget label.
</c:if>
<c:if test="#{showListingHeader and layout.properties.showListingHeader}">
<thead>
<tr>
<nxl:layoutColumn>
<th>
<c:choose>
<c:when test="#{layoutColumn.properties.isListingSelectionBox}">
<h:selectBooleanCheckbox id="#{layoutColumn.widgets[0].name}_header"
onclick="selectDataTablePageForDocument('#{documents.name}', '#{provider.name}', this.checked, '
title="#{messages['tooltip.content.select.all']}" />
</c:when>
<c:when test="#{layoutColumn.properties.isListingSelectionBoxWithCurrentDocument}">
<h:selectBooleanCheckbox id="#{layoutColumn.widgets[0].name}_header"

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onclick="selectDataTablePage('#{documents.name}', '#{provider.name}', this.checked, '#{listName}


title="#{messages['tooltip.content.select.all']}" />
</c:when>
<c:when test="#{layoutColumn.properties.useFirstWidgetLabelAsColumnHeader}">
<c:choose>
<c:when test="#{provider.sortable and !empty layoutColumn.properties.sortPropertyName}">
<h:commandLink immediate="true" action="#{sortActions.repeatSearch}"
id="#{layoutColumn.widgets[0].name}_header_sort">
<f:param name="providerName" value="#{provider.name}" />
<f:param name="sortColumn" value="#{layoutColumn.properties.sortPropertyName}" />
<h:outputText value="#{layoutColumn.widgets[0].label}"
rendered="#{!layoutColumn.widgets[0].translated}" />
<h:outputText value="#{messages[layoutColumn.widgets[0].label]}"
rendered="#{layoutColumn.widgets[0].translated}" />
<c:if test="#{provider.sortInfo.sortColumn == layoutColumn.properties.sortPropertyName}" >
<h:graphicImage value="/icons/arrow_down.gif"
rendered="#{provider.sortInfo.sortAscending}" />
<h:graphicImage value="/icons/arrow_up.gif"
rendered="#{!provider.sortInfo.sortAscending}" />
</c:if>
</h:commandLink>
</c:when>
<c:otherwise>
<h:outputText value="#{layoutColumn.widgets[0].label}"
rendered="#{!layoutColumn.widgets[0].translated}" />
<h:outputText value="#{messages[layoutColumn.widgets[0].label]}"
rendered="#{layoutColumn.widgets[0].translated}" />
</c:otherwise>
</c:choose>
</c:when>
</c:choose>
</th>
</nxl:layoutColumn>
</tr>
</thead>
</c:if>
<c:set var="trStyleClass" value="#{nxu:test(layoutListingStatus.index%2 ==0, 'dataRowEven', 'dataRowOdd')}" />
<tr class="#{nxu:test(layout.properties.showRowEvenOddClass, trStyleClass, '')}">
<nxl:layoutColumn>
<td class="#{layoutColumn.properties.columnStyleClass}">
<nxl:layoutColumnWidget>
<nxl:widget widget="#{widget}" value="#{value}" />
<c:if test="#{layoutColumn.size > 1 and layoutColumn.size > widgetIndex + 1 and widgetIndex > 0}">
<br />
</c:if>
</nxl:layoutColumnWidget>
</td>
</nxl:layoutColumn>
</tr>
</f:subview>

As you can see, this layout make it possible to use the first defined widget in a given column to print a label,
and maybe translate it. It also relies on properties defined in the layout or layout column properties to handle
selectio, column style class, sorting on the provider,...

Any custom template can be defined following this example to handle additional properties to disxplay on the
final table header and columns.

8.6.3. Custom widget template


The template widget type makes it possible to set a template to use as an include.

Let's have a look at a sample template used to present contributors to a document.

Example 8.6. Sample template for a widget

<div xmlns:f="http://java.sun.com/jsf/core"
xmlns:h="http://java.sun.com/jsf/html"
xmlns:a4j="https://ajax4jsf.dev.java.net/ajax"
xmlns:t="http://myfaces.apache.org/tomahawk"
xmlns:nxdir="http://nuxeo.org/nxdirectory">
<t:dataList id="#{widget.id}" var="listItem" value="#{field_0}"
layout="simple" styleClass="standardList">

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Layouts

<h:graphicImage value="/icons/html.png" />


<h:commandLink value="#{listItem}" immediate="true"
action="#{userManagerActions.viewUser}">
<f:param name="usernameParam" value="#{listItem}" />
</h:commandLink>
<br />
</t:dataList>
</div>

This widget presents the contributors of a document with specific links on each on these user identifier
information.

Having a widget type just to perform this kind of rendering would be overkill, so using a widget with type
"template" can be useful here.

When this template is included in the page, the widget variable is made available:

Some rules must be followed when writing xhtml to be included in templates:

• Use the widget id as identifier: the widget id is computed to be unique within the page, so it should be
used instead of fixed id attributes so that another widget using the same template will not introduce
duplicated ids in the jsf component tree.

• Use the variable with name following the field_n pattern to reference field values. For instance, binding
a jsf component value attribute to #{field_0} means binding it to the first field definition.

8.6.4. Builtin templates to handle complex properties

8.6.4.1. List widget template

The standard widget type "list" is actually a widget of type "template" using a static template path:
/widgets/list_widget_template.xhtml. If this default behavior does not suit your needs, you can simply copy this
template, make your changes, and use a widget of type "template" with the new template path.

This template assumes that each element of the list will be displayed using subwidgets definitions.

For instance, to handle a list of String elements, you can use the definition:
<widget name="contributors" type="list">
<fields>
<field>dc:contributors</field>
</fields>
<subWidgets>
<widget name="contributor" type="text">
<fields>
<field></field>
</fields>
</widget>
</subWidgets>
</widget>

The empty field definition in the subwidget is used to specify that each element of the list is itself the element
to display.

With nuxeo version <= 5.3.0, to handle a list of complex properties (each entry of the list is a map with keys
'name' and 'email' for instance), you can use the definition:
<widget name="employees" type="list">
<fields>
<field>company:employees</field>
</fields>
<subWidgets>
<widget name="employee" type="template">

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Layouts

<labels>
<label mode="any"></label>
</labels>
<fields>
<field></field>
</fields>
<properties mode="any">
<property name="template">
/widgets/complex_widget_template.xhtml
</property>
</properties>
<!-- subwidgets for complex -->
<subWidgets>
<widget name="name" type="text">
<fields>
<field>name</field>
</fields>
</widget>
<widget name="email" type="text">
<fields>
<field>email</field>
</fields>
</widget>
</subWidgets>
</widget>
</subWidgets>
</widget>

With nuxeo version > 5.3.0, to handle a list of complex properties (each entry of the list is a map with keys
'name' and 'email' for instance), you can use the definition:
<widget name="employees" type="list">
<fields>
<field>company:employees</field>
</fields>
<subWidgets>
<widget name="employee" type="template">
<labels>
<label mode="any"></label>
</labels>
<properties mode="any">
<property name="template">
/widgets/complex_list_item_widget_template.xhtml
</property>
</properties>
<!-- subwidgets for complex -->
<subWidgets>
<widget name="name" type="text">
<fields>
<field>name</field>
</fields>
</widget>
<widget name="email" type="text">
<fields>
<field>email</field>
</fields>
</widget>
</subWidgets>
</widget>
</subWidgets>
</widget>

8.6.4.2. Complex widget template

A builtin template has been added to handle complex properties. It is available at


/widgets/complex_widget_template.xhtml. It assumes that each element of the complex property will be
displayed using subwidgets definitions.

To handle a complex property (the value is a map with keys 'name' and 'email' for instance, you can use the
definition:
<widget name="manager" type="template">
<fields>
<field>company:manager</field>
</fields>
<properties mode="any">
<property name="template">
/widgets/complex_widget_template.xhtml
</property>
</properties>
<subWidgets>

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Layouts

<widget name="name" type="text">


<fields>
<field>name</field>
</fields>
</widget>
<widget name="email" type="text">
<fields>
<field>email</field>
</fields>
</widget>
</subWidgets>
</widget>

8.6.4.3. Lists of lists

A builtin template has been added to handle sublists: the original "list" widget is equivalent to a widget of type
"template" using the file "/widgets/list_widget_template.xhtml". To handle the sublist, this template needs to be
changed. The file "list_subwidget_template.xhtml" is available for it since nuxeo version 5.2 GA.

To handle a sublist property, you can use take example on this definition:
<widget name="employees" type="list">
<fields>
<field>company:employees</field>
</fields>
<subWidgets>
<widget name="employee" type="template">
<labels>
<label mode="any"></label>
</labels>
<properties mode="any">
<property name="template">
/widgets/complex_list_item_widget_template.xhtml
</property>
</properties>
<!-- subwidgets for complex -->
<subWidgets>
<widget name="phoneNumbers" type="template">
<fields>
<field>phoneNumbers</field>
</fields>
<properties mode="any">
<property name="template">
/widgets/list_subwidget_template.xhtml
</property>
</properties>
<subWidgets>
<widget name="phoneNumber" type="text">
<label mode="any"></label>
<fields>
<field></field>
</fields>
</widget>
</subWidgets>
</widget>
</subWidgets>
</widget>
</subWidgets>
</widget>

8.7. Custom widget types


Custom widget types can be added to the standard list thanks to another extension point on the web layout
service.

Here is a sample widget type registration:

Example 8.7. Sample widget type contribution to the layout service.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.forms.layout.MyContribution">
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"

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point="widgettypes">
<widgetType name="customtype">
<handler-class>
org.myproject.MyCustomWidgetTypeHandler
</handler-class>
<property name="foo">bar</property>
</widgetType>
</extension>
</component>

The custom widget type class must follow the


org.nuxeo.ecm.platform.forms.layout.facelets.WidgetTypeHandler interface.

Additional properties can be added to the type registration so that the same class can be reused with a different
behavior given the property value.

The widget type handler is used to generate facelet tag handlers dynamically taking into account the mode, and
any other properties that can be found on a widget.

The best thing to do before writing a custom widget type handler is to go see how standard widget type
handlers are implemented, as some helper methods can be reused to ease implementation of specific behaviors.

8.8. Generic layout usage


Layouts can be used with other kind of objects than documents.

The field definition has to match a document property for which setters and getters will be available, or the
"value" property must be passed explicitely for the binding to happen. Depending on the widget, other kinds of
bindings can be done.

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Chapter 9. Event Listeners and Scheduling

9.1. Introduction
Events and event listeners have been introduced at the Nuxeo core level to allow pluggable behaviors when
managing documents (or any kinds of objects of the site).

Whenever an event happens (document creation, document modification, relation creation, etc...), an event is
sent to the event service that dispatches the notification to its listeners. Listeners can perform whatever action
when receiving an event.

9.2. Concepts
A core event has a source which is usually the document model currently being manipulated. It can also store
the event identifier, that gives information about the kind of event that is happening, as well as the principal
connected when performing the operation, an attached comment, the event category, etc..

Events sent to the event service have to follow the org.nuxeo.ecm.core.api.event.CoreEvent interface.

A core event listener has a name, an order, and may have a set of event identifiers it is supposed to react to. Its
definition also contains the operations it has to execute when receiving an interesting event.

Event listeners have to follow the org.nuxeo.ecm.core.listener.EventListener interface.

Several event listeners exist by default in the nuxeo platform, for instance:
• DublincoreListener: it listens to document creation/modification events and sets some dublincore
metadata accordingly (date of creation, date of last modification, document contributors...)

• DocUidGeneratorListener: it listens to document creation events and adds an identifier to the document
if an uid pattern has been defined for this document type.

• DocVersioningListener: it listens to document versioning change events and changes the document
version numbers accordingly.

9.3. Adding an event listener


Event listeners can be plugged using extension points. Here are some examples of event listeners registration.

Example 9.1. DublincoreListener registration sample

<?xml version="1.0"?>
<component name="DublinCoreStorageService" version="1.0.0">
<extension target="org.nuxeo.ecm.core.listener.CoreEventListenerService"
point="listener">
<listener name="dclistener"
class="org.nuxeo.ecm.platform.dublincore.listener.DublinCoreListener"
order="120" />
</extension>
</component>

Example 9.2. UIDGenerator listener registration sample with event filtering

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Event Listeners and Scheduling

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.uidgen.service.UIDGeneratorService">
<extension target="org.nuxeo.ecm.core.listener.CoreEventListenerService"
point="listener">
<listener name="uidlistener"
class="org.nuxeo.ecm.platform.uidgen.corelistener.DocUIDGeneratorListener"
order="10">
<event>documentCreated</event>
</listener>
</extension>
</component>

The only thing needed to add an event listener is to declare its name and its class. Sometimes the order in which
listeners are called matters so an integer order can be set to control it. A filtering on event ids can be done when
registering it too, though the notification method could handle it too.

For instance, the UIDgenerator service will only be notified when the event service receives a document
creation event.

9.4. Upgrading an event listener


Since release of Nuxeo EP version 5.0 M3, events involving documents send the document model as source of
the event. They used to send the document itself, which was wrong and has been changed in a compatible way.

Old school event listeners should still work ok for now, but should be migrated soon as the compatibility may
introduce bugs and will be removed shortly.

To migrate your event listener, make it implement the empty interface


org.nuxeo.ecm.core.listener.DocumentModelEventListener, and make it deal with a DocumentModel
instead of a Document as event source.

If your event listener does not care about the source, or the event it deals with is not a document, you do not
have to do anything.

9.5. Adding an event


To add an event, you have to create it and then notify listeners passing the even to the listener service. Here is a
sample code on how to do it:
CoreEvent coreEvent = new CoreEventImpl(eventId, source, options,
getPrincipal(), category, comment);
CoreEventListenerService service = NXCore.getCoreEventListenerService();
if (service != null) {
service.notifyEventListeners(coreEvent);
} else {
throw new ClientException("Can't get Event Listener Service");
}

9.6. From CoreEvents to JMS Messages


Events that are fired at the core level are forwarded to a JMS topic called NXPMessage.

This forwarding is done by a dedicated CoreEventListener (called JMSEventListener contributed by the


nuxeo-platform-events-core bundle).

In order to be sure that when an JMS event is received the associated DocumentModel is available, all
document oriented messages that may occur at core level are forwarded to the JMS topic when the session
repository is saved (ie: when data is committed).

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Event Listeners and Scheduling

In some cases, depending on own the Core API is used, some messages can be duplicated within the same
transaction (like modifying several times the same document), the JMSEventListener marks all duplicated
messages before sending them to JMS, its JMS messages receiver to choose to process or not the duplicated
messages.

During the forwarding on the JMS Topic, the coreEvents are converted to EventMessage. The main difference
is that the EventMessage does not contains the DocumentData (ie: all schemas and fields are unloaded), this is
done in order to avoid overloading JMS.

9.7. Adding a JMS message listener


The simplest way to add a JMS message listener is simply to define a Message Driven Bean that is bound to the
NXPMessage Topic.

Here is a simple example a the definition of such a MDB :


@MessageDriven(activationConfig = {
@ActivationConfigProperty(propertyName = "destinationType", propertyValue = "javax.jms.Topic"),
@ActivationConfigProperty(propertyName = "destination", propertyValue = "topic/NXPMessages"),
@ActivationConfigProperty(propertyName = "providerAdapterJNDI",
propertyValue = "java:/NXCoreEventsProvider"),
@ActivationConfigProperty(propertyName = "acknowledgeMode", propertyValue = "Auto-acknowledge") })
@TransactionManagement(TransactionManagementType.CONTAINER)
public class NXAuditMessageListener implements MessageListener {
private static final Log log = LogFactory.getLog(NXAuditMessageListener.class);
@TransactionAttribute(TransactionAttributeType.REQUIRED)
public void onMessage(Message message) {
try {
final Serializable obj = ((ObjectMessage) message).getObject();
if (!(obj instanceof DocumentMessage)) {
log.debug("Not a DocumentMessage instance embedded ignoring.");
return;
}
DocumentMessage docMessage = (DocumentMessage) obj;
String eventId = docMessage.getEventId();
log.debug("Received a message with eventId: " + eventId);
...

The DocumentMessage is a subclass of the DocumentModel.

An important point to remember is that the MDB is executed asynchronously in a dedicated thread:
• there is no JAAS Session established: you can not access the repository without this

• the DocumentMessage is not bound to an existing CoreSession: you can not use the DocumenMessage to
do lazy loading (ie: DocumentMessage.getProperty())

So, in order to extract some document oriented properties of the document associated to the event, you must:
• Establish a JAAS Session

• get a connected DocumentModel using the DocumentRef provided by the DocumentMessage

Here is a code sample for this:


LoginContext lc;
CoreSession session;
String repositoryName = docMessage.getRepositoryName();
try {
log.debug("trying to connect to ECM platform");
lc = Framework.login();
session = Framework.getService(RepositoryManager.class).getRepository(repositoryName).open();
DocumentModel connectedDoc = session.getDocument(docMessage.getRef());
...
} finally {
if (session != null)
CoreInstance.getInstance().close(session.getSessionId())
if (lc != null)

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Event Listeners and Scheduling

lc.logout();
}

9.8. Scheduling
XXX TODO: FG

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Chapter 10. User Notification Service

10.1. Introduction
The notification framework provides a way to notify the users regarding different events as they happen in the
system.

10.2. Notification concept


A notification is an alert that is sent to some users when an event takes place in the system (e.g. a document is
created or deleted, a document is modified or published, a comment was entered, etc.).

A notification is defined by following attributes:


• name: must be unique

• channel: email, SMS, Jabber, etc.

• events: a series of events to which it responds

• template: is a file in which is stored the text that is sent to an user - it may be dynamic

In order to define a notification, one must declare all these attributes in a contribution file.

10.3. Notification channels


The channel is the communication channel used by the notification service to send alerts(notifications) to users.

In order to define a new channel (by default only email channel is used) the ChannelNotificator interface
must be implemented.

It has 2 methods:
• isInterestedInNotification(Notification docMessage) usually checks if the channel is right.

• sendNotification(DocumentMessage docMessage) sends the actual notification. For now only email
notification channel is implemented.

10.4. E-mail notifications


A notification must be defined in a xml file like the default notification-contrib.xml that is used by default.

Default defined notification may be disabled by setting enabled="false".

In order to define a new notification one must place a definition like this one in his contribution file :
<notification name="Modification" channel="email" enabled="true"
availableIn="workspace" autoSubscribed="false"
template="modif" subject="Document modified"
subjectTemplate="subjectModif"
label="label.nuxeo.notifications.modif">
<event name="documentModified"/>
<event name="contentSubdocumentModified"/>
</notification>

As you may see above a notification must declare a list of events to which it reacts. In our case
documentModified contentSubdocumentModified.

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User Notification Service

Also a notification must have a name that must be unique within the application. A label must also be specified
for i18n.

The attribute enabled is used to enable / disable specific notifications.

The attribute autoSubscribed is set to true when we want that a notification is sent to all concerned users. In
this case within the eventInfo map there must be loaded also the users that are concerned. For example if we
want that some users (ex: administrators or workflow manager) to get a notification each time a task is assigned
to them, we must use autoSubscribed="true" and put the usernames of all users in the eventInfo of the event
under the key recipients.

The attribute availableIn is used in order to restrict the scope of a notification. For example if we want to
define a notification that is triggered each time the document is modified, then it would not be used inside a
section, because sections contain documents that cannot be modified, only published. So in order to hide this
notification inside a section, we specify availableIn="workspace". The accepted values are workspace,
section and all.

The template attribute specifies the name of a template that will be used for generating the body of the
email(notification). This name is associated with a file using another extension point like this: <template
name="modif" src="templates/modif.ftl" />.

Inside a *.ftl file there may be inserted some dynamic parts like the document name, the user triggering the
event, etc. Any data that one wishes to put inside the body of the email, or its subject, he must put that data in
the eventInfo map under a unique key. Then inside the template file that data will be displayed using ${key}.

For the email notification a subject is used. This subject is a string but is also dynamic following the same rules
as the body inside the template files. For those who wants more parameterizable subject, you can use the
subjectTemplate attribute : it specifies the name of the template used for generating the subject and into which
you can write dynamic content. As for the template attribute, the association between the name and the file is
done using an extension point like <template name="subjectModif"
src="templates/subjectModificationTemplate.ftl" />.

If both subject and subjectTemplate attributes are filled, the subjectTemplate attribute will be used to generate
the subject.

Note that if you are writing an HTML based template it will be advised to use HTML encoded letters when
there is accentuated letters (in French for example "é" will be "&eacute;"). The htmlEscape method is provided
while writing templates to transform accentuated characters in data from the eventInfo map.
<p> Your comment here : ${htmlEscape(key)} </p>

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Chapter 11. Indexing & Searching
This chapter presents the architecture of the indexing and search service in Nuxeo EP 5.

11.1. Introduction
This chapter is under construction. XXX TODO: GR+JA

11.2. Configuration
For obvious performance and volume considerations, the search service doesn't index all the content of the
application, nor does it provide the full content in search results. This must be specified in the configuration,
along with what to do with the data.

The search service configuration is done by the standard Nuxeo Runtime extension point system. The target is
org.nuxeo.ecm.core.search.service For a complete example, check the default configuration file:
nuxeo-platform-search-core/OSGI_INF/nxsearch-contrib.xml (from Nuxeo EP sources).

11.2.1. Concepts
The main concepts are Resource and Field. A Resource holds several fields. It has a name and a prefix, which
is used, e.g, in queries. Resources are supposed to be unsplittable, but they are usually aggregated. It's up to the
backend to decide how to handle that aggregation; this goes beyond the scope of the present documentation.

At this point the search service handles documents only, so it's safe to say that documents correspond to
aggregates of resources, and resources correspond to schemas. In the future, there'll be more types of resources.

11.2.2. The indexableDocType extension point


The core types of documents to index have to be registered against this extension point, in which the schemas
to index are bound to each document type.

Here's an example demonstrating the available patterns:


<extension target="org.nuxeo.ecm.core.search.service.SearchServiceImpl"
point="indexableDocType">
(...)
<indexableDocType name="DocType1" indexAllSchemas="true"/>
<indexableDocType name="DocType2" indexAllSchemas="true">
<exclude>unwanted_schema</exclude>
</indexableDocType>
<indexableDocType name="DocType3">
<resource>indexed_schema</resource>
</indexableDocType>
</extension>

In this example, the Search service will index all schemas for documents of type DocType1, all schemas except
unwanted_schema for type DocType2 and only indexed_schema for type DocType3.

Each ot these indexable schemas will be processed according to the corresponding indexable schema resource
if available in the configuration, or to the default one .

In particular, the behavior of data from a given schema is homogeneous across all document types.

11.2.3. The resource extension point


This extension point is used to declare an indexable resource. In 5.1M2, the only provided indexable resource
type is the schema resource type. but the logic will stay the same for future types. Recall that resources are
made of fields. Here's an example of schema indexing resource, without fields details.

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<extension target="org.nuxeo.ecm.core.search.service.SearchServiceImpl"
point="resource" type="schema">
<resource name="dublincore" prefix="dc" indexAllFields="true">
<excludedField>issued</excludedField>
<field name="title" (...) />
</resource>
<resource name="book" prefix="bk" type="schema">
<field name="barcode" (...) />
</resource>
</extension>

The type specified that the resource is a docuemnt schema resource.

The name and prefix attributes are mandatory. They should match the ones from the schema extension point of
org.nuxeo.ecm.core.schema.TypeService as in, e.g.:

<schema name="dublincore" prefix="dc" src="schema/dublincore.xsd"/>


<schema name="common" src="schema/common.xsd" />

A missing prefix in the core configuration as in the common schema declaration in the example above will
default to the schema name.

The prefix is important, since all subsequent references to the fields (in queries and raw search results) take the
prefix:fieldName form.

11.2.4. Field configuration


Fields behavior is designed to be uniform across the different kinds of resources.

11.2.4.1. The type attribute

The field type tells the search engine how to process the field. This is a mandatory, case-insensitive, attribute.

The following table summarizes the available types. The listed Java classes are guaranteed to work. The
backend might implement more converting facilities.

Type Java classes Comment


Keyword String
Meant for technical non binary
strings such as vocabulary keys,
user identifiers etc. Equality
matches are guaranteed to be exact.
Text String
Upon indexation, these fields are
tokenized and analyzed to support
fulltext queries.
Path org.nuxeo.common.utils.Path,
String Dedicated to STARTSWITH queries.
Equality queries are not
guaranteed.
Date java.util.Calendar For date and time indexing
Int int
Builtin Reserved for internal use

11.2.5. Text fields and analyzers

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At indexing time, the contents of text fields goes through the process of tokenization and analysis, whose main
goal is to provide fulltext search capabilities, usually at the expense of exact matches.

Tokenization means converting the textual content in a stream of words (tokens). During the analysis step, this
raw stream is altered to better suit the needs of fulltext searches. It is for example common practice to strip the
stream of so-called stop words (most commons words in the language) and to degrade accented characters. One
can apply further linguistical processing, such as stemming or synonym analysis.

The name of analyzer to use on a given text field is specified through the analyzer attribute. The Search
Service acts as a pure forwarder, sending the raw text to the backend, along with the specified analyzer name.

The default value for the analyzer attribute is default. The attribute is simply ignored for other field types.

11.2.6. Boolean attributes


• To enable queries on a given field, one must set the indexed attribute to true.

• To make it possible to provide the full field value in search results, one must set the stored attribute to
true. One must keep in mind that the purpose is to present the user a limited yet sufficient set of
information along with search results, i.e, in a swifter way than having to fetch it from the core, and not
to duplicate the content in the search databases.

• Multivalued fields have to be flagged by setting the multiple attribute to true.

• Depending on field types and on the processing that's been done by the backend, the possibility to use the
field value as a sort key might require some additional resources. To force the backend to give this extra
effort, set the sortable attribute to true.

• The binary attribute is used to mark binary fields, e.g, to trigger conversions (not used in 5.1M2).

11.2.7. Schema resources and fields without configuration

11.2.8. Schema resources


For a schema resource that isn't explicitely declared and nevertheless used, for instance because of an
indexAllSchemas statement, a default configuration is inferred, with the prefix read from the Core
configuration, and fields as below, i.e., as if there was an indexAllFields="true" attribute.

11.2.9. Automatic fields configuration

• auto-configured fields are unstored

• If there is only one relevant type from the table above, it is applied.

• The multiple attribute is properly set.

• auto-configured String fields get the keyword type.

Example 11.1. Relying on automatic field configuration on all fields but one

<resource name="dublincore" prefix="dc" indexAllFields="true" type="schema">


<field name="title" analyzer="default"
stored="true" indexed="true" type="Text"
binary="false" sortable="true"/>
</resource>

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11.3. Programmatic Searching


The search service exposes the searchQuery method as a unique entry point. The method takes as input an
instance of ComposedNXQuery, which encapsulates the parsed NXQL query and a SearchPrincipal instance
that will be checked against the security indexes, and paging information for the results.

Although the input of searchQuery is an already parsed NXQL statement, we'll use NXQL query strings in the
sequel for clarity. NXQL query strings are parsed by the method parse of the static
org.nuxeo.ecm.core.query.sql.SQLQueryParser class.

11.3.1. Fields and literals


Within NXQL requests, references to fields values have to follow the "prefix:fieldName" scheme, where prefix
and fieldName have been specified through the configuration extension points (recall that for automatically
indexed schema resources, the prefix defaults to the one defined in the schema definition).

Literals (constants) follow the JCR specifications. Notably:


• String literals have to be enclosed in single quotes

• Lists have to be enclosed in parenthesizes

Example 11.2. Sample NXQL queries

Recall that "dc" is the prefix for the "dublincore" schema.


SELECT * FROM Document WHERE dc:title='Nuxeo book' ORDER BY dc:created DESC

11.3.2. WHERE statements


Most WHERE statements behave as described in the JCR specification, which is itself based on general SQL.
Instead of covering every aspect of NXQL, in the current state of this documentation, we'll focus on differences
and behaviors that might appear to be counter intuitive.

11.3.2.1. Text fields

Although the Search Service is meant to provide an unified abstraction on the tasks of indexing and querying,
text fields have to be somewhat an exception. Indeed, search engines have very different capabilities,
depending on provided analyzers. They are nonetheless all expected to provide a direct syntax for full text
searches, that an end user can use from, e.g., an input box on a web page. Given the very special kind of
constraint that indexing a text field represents, it's not guaranteed that exact matches are supported.

See Section 11.4.4, “Text fields behavior” from the documentation of the Compass backend to get a more
concrete view on this (with examples).

11.3.2.1.1. Conclusions
• The backend uses the closest thing to exact matches it supports to treat = predicates.

• The syntax of LIKE predicates is backend dependent. It follows the backend's full text query syntax

• The CONTAINS from JCR is not supported. Use a LIKE statement on the main full-text field (see
Section 11.3.2.3, “Pseudo fields”).

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11.3.2.2. Multi-valued fields

On a multi-valued field, the = operator is true if the right operand belongs to the set of field values. The IN
operator is true if the intersection between the set of field values and the right operand is non empty.

Example 11.3. Finding documents on which user sally contributed

SELECT * FROM Document WHERE dc:contributors = 'sally'

Example 11.4. Finding documents on which user sally or harry contributed

SELECT * FROM Document WHERE dc:contributors IN ('sally', 'harry')

This behavior is in conformance with the JCR specification, which states it the following more general terms:

In the WHERE clause the comparison operators function the same way they do in XPath when
applied to multi-value properties: if the predicate is true of at least one value of a multi-value
property then it is true for the property as whole.

11.3.2.3. Pseudo fields

The following fields are available on all document resources. They don't correspond to document fields and
aren't configurable, that's why they're called pseudo-fields.

The names of these fields are synchronized with constants from the class BuiltinDocumentFields. Any use
from java code should rely on these.

Constant Field name Description


FIELD_FULLTEXT ecm:fulltext The default full-text aggregator
(string)
FIELD_DOC_PATH ecm:path The document path (string)
FIELD_DOC_NAME ecm:name The document name (last
component of the path, string)
FIELD_DOC_URL ecm:url The document URL (string)
FIELD_DOC_REF ecm:id The DocumentRef as fetched from
the core
FIELD_DOC_PARENT_REF ecm:parentId The parent DocumentRef
FIELD_DOC_TYPE ecm:primaryType The Core type (string)
FIELD_DOC_FACETS ecm:mixinType The facets (multiple)
FIELD_DOC_LIFE_CYCLE ecm:currentLifeCycleState The document life cycle (string)
FIELD_DOC_VERSION_LABEL ecm:versionLabel The version label (string)
FIELD_DOC_IS_CHECKED_IN_VERSION
ecm:isCheckedInVersion A boolean (0 or 1) that states if
document is a frozen version (not
live nor proxy)

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FIELD_DOC_IS_PROXY ecm:isProxy A boolean (0 or 1) that states if


document is a proxy (targetting
other documents)
FIELD_DOC_REPOSITORY_NAME
ecm:repositoryName The document repository name
(string)

11.4. The Compass plugin


Compass is a popular wrapper around Apache Lucene. This plugin allows to use it as a backend for the Search
Service.

11.4.1. Configuring Compass


Compass configuration is split in a master XML configuration file and one or several mapping files. The latter
specifies the treatments that resources and fields (properties in Compass terminology), while the former is to be
used to tune JTA transactions, data sources, and to register configuration of analyzers and converters.

The contents of these files are covered in great details in the Compass 1.1 documentation. In the present
documentation, we'll focus on integration matters with the Nuxeo Search Service.

11.4.1.1. Configuration files location

All Compass specific configuration files are relative to the classpath of the compass plugin. A default
configuration is provided for Nuxeo EP 5 WebApp. To customize it, one sadly has to put the configuration at
the right place within the backend's JAR.

Here is an ant fragment to perform this in a JBoss context, assuming that the Search Service has already been
installed in the application server and that the server's deployment directory is stored in the deploy.dir
property.
<copy todir="${deploy.dir}/nuxeo.ear/system/nuxeo-platform-search-compass-plugin-1.0.0-SNAPSHOT.jar"
overwrite="true" failonerror="false">
<fileset dir="src/main/resources">
<include name="myfile.xml" />
</fileset>
</copy>

The backend's JAR is included as a directory in nuxeo.ear during the Maven build of nuxeo-platform-ear for
this single purpose. This is prone to change in the future.

11.4.1.2. Specifying the master configuration XML file name

The Compass backend itself is registered against the Search Service through the searchEngineBackend
extension point of org.nuxeo.ecm.core.search.service.SearchServiceImpl. Your component can use the
configurationFileName element to specify a path to the master configuration file, like this:

<searchEngineBackend name="compass" default="true"


class="org.nuxeo.ecm.core.search.backend.compass.CompassBackend">
<configurationFileName>/mycompass.cfg.xml</configurationFileName>
</searchEngineBackend>

The default path is /compass.cfg.xml.

11.4.2. Global configuration

11.4.2.1. Storage

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Compass supports several storage possibilities, called connections in Compass configuration objects. The
configuration is done trough a Nuxeo Runtime extension point and possibly within the Compass master
configuration file. The extension point always takes precedence over the Compass file, but can be used to fall
back to Compass file, that offers currently more possibilities.

The target is org.nuxeo.ecm.core.search.backend.compass.CompassBackend, and the point is connection.


Contributions are made of a single XML element; the latest one wins.

To set the connection to a file system Lucene store, put a file element in the contribution, and set the path
attribute to the target location. If the path doesn't start with /, it will be interpreted as being relative to Nuxeo
Runtime's home directory, e.g, /opt/jboss/server/default/data/NXRuntime in the default Nuxeo EP
installation on JBoss.

Other connection types, notably JDBC, are defined by the Compass configuration file, one has to put the
default XML element in the contribution, like this:

<extension target="org.nuxeo.ecm.core.search.backend.compass.CompassBackend"
point="connection">
<default/>
</extension>

The default connection is a relative file system one, hosted in the nxsearch-compass sub directory of Nuxeo
Runtime's home.

11.4.2.2. Analyzers

The master configuration file holds the definition and configuration of analyzers: a lookup name gets associated
to an analyzer type and options. The Compass backend makes Compass use directly the name declared in the
Search Service as the lookup name, configuration, therefore one has to ensure here that all of these do exist in
the Compass configuration.

Together with the registration itself comes the configuration of analyzers. For instance, an analyzer discarding
stop words might be given the full list of stop words.

Compass comes with a two predefined analyzers: default and search. You can reconfigure them as well.

See the relevant part in Compass documentation for details and sample configurations.

11.4.2.3. Converters

Lucene only knows about character strings. Therefore, typed data such as dates and integers must be converted
in strings to get into Lucene and back. Compass provides helpers for this and the Compass backend uses them
directly.

In the master configuration file, one register available converters in the form of a lookup name and a Java class.
Lots of converters are already registered by default, covering most basic types. The compass.cfg.xml file
shipping with the Compass backend redefines one (the date converter).

11.4.3. Mappings for Nuxeo


For the time being, a part of the Search Service configuration has to be duplicated in the Compass mappings
XML file.

11.4.3.1. What to describe and syntax

Currently, the Compass backend can't force Compass to use a given converter and/or analyzer on a given field.
It must therefore be specified in the mappings file, which is itself loaded from the master configuration file. The
default name for this file is nxdocument.cpm.xml.

Here's a sample, inspired from the mappings file provided with the backend.

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<?xml version="1.0"?>
<!DOCTYPE compass-core-mapping PUBLIC
"-//Compass/Compass Core Mapping DTD 1.0//EN"
"http://www.opensymphony.com/compass/dtd/compass-core-mapping.dtd">
<compass-core-mapping>
<resource alias="nxdoc"
sub-index="nxdocs"
analyzer="default"
all="false">
<resource-id name="nxdoc_id"/>
<resource-property name="dc:created" converter="date"
store="yes" index="un_tokenized" />
<resource-property name="dc:title" analyzer="french" />
</resource>
</compass-core-mapping>

In Compass' terminology, fields are called properties. The name of the Compass property corresponding to a
Nuxeo indexed field coincides with the field's prefixed name.

Some important remarks:


• Start from the current mappings file shipping with your version of the compass backend and keep it up to
date afterwards

• Don't change anything besides resource-property elements.

• An exception to the above rules: you may experiment with the sub-index attribute, according to your
performance needs.

11.4.3.2. Installing the mappings file

Follow the instructions from Section 11.4.1.1, “Configuration files location”

11.4.4. Text fields behavior


Everything in this part applies to fields that have explicitly been declared with a "text" type through the
extension point. Anything that's meant for text fields in the mappings configuration files will be ignored if the
field has another type.

11.4.4.1. Indexing

At indexing time, the text field is analyzed using the analyzer from the Compass configuration file regardless
what has been configured through the Search Service extension point.

11.4.4.2. Searching

Equality statements in WHERE clauses are transformed into the closest thing that Lucene can provide on an
analyzed field, namely a phrase query.

On the other hand, LIKE clauses are directly fed to Lucene's QueryParser. To search documents whose title
starts with "nux", one may write
SELECT * FROM Document WHERE dc:title LIKE 'nux*'

The following two statements are equivalent. The second one is the QueryParser syntax for phrase queries.
... WHERE dc:title='Nuxeo Book'
... WHERE dc:title LIKE '"Nuxeo Book"'

Lucene's QueryParser syntax is really powerful, you can specify how close two words can be, apply fine
grained boosts for the relevance ordering, and more. The only restriction you have on LIKE statements for text

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fields within the Compass backend is the choice of field. In other words, the colon character is escaped.

You would need to query date fields, like creation, modification or expiration date, that are provided by Nuxeo
Platform. In these cases, it would be interesting to use BETWEEN clauses, associated with DATE keyword,
which allows to convert strings as date values.

Example 11.5. Date queries

Documents created in the first term of 2008:


... WHERE dc:created BETWEEN DATE '2008-01-01' AND DATE '2008-03-31'

Documents modified in may 2007:


... WHERE dc:modified BETWEEN DATE '2007-05-01' AND DATE '2007-05-31'

You should be aware of the following trap in Lucene queries: purely negative queries don't match anything,
even if they are themselves nested in a boolean query that has positive statements. The Compass backend uses
the standard way to circumvent this limitation, provided that the negative aspect can be seen from the NXQL
structure, i.e., not enclosed in a Lucene QueryParser literal.

Example 11.6. Negative queries

Queries that won't return anything:


... WHERE dc:title LIKE '-book'
... WHERE dc:title LIKE 'nuxeo' AND dc:title LIKE '-book'

Queries that should work as intended (the last three being equivalent):
... WHERE dc:title NOT LIKE 'book'
... WHERE dc:title LIKE 'nuxeo' AND dc:title NOT LIKE 'book'
... WHERE dc:title LIKE 'nuxeo' AND NOT dc:title LIKE 'book'
... WHERE dc:title LIKE '+nuxeo -book'

11.5. Building a search UI with QueryModel

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Chapter 12. Look and feel

12.1. Introduction
The Nuxeo theme notion is wider than the notion attached to the same word in portal concepts. Indeed, the
Nuxeo Theme defines all the look and feel of your webapp: composition, layout and graphical appearance.
Nuxeo does not aim at developing a portal, i.e. a JSR 168 container, but it authorizes a kind of page and widget
management to get some flexibility in the design you want to give to your webapp. The tool to enable you
manage those aspects is "Nuxeo Theme editor", that you can make appear with the following command when
you are in Nuxeo Web app:

To switch to Nuxeo Theme editor click on the 'Themes Management' link in the user services panel.

Alternatively, you can type 'shift'+'alt'+'t'. To switch to Nuxeo Theme editor with Mozilla / Firefox < 2.0 type
'alt'+'t'

12.2. Principle
One special fragment is the Facelet region: in the properties tab of the editor you can specify the name of a
faces to directly integrate it into your page.

To use Nuxeo theme editor, you need to understand its model. The main entity is the theme. Then a theme may
have many pages. For each pages, you define a layout (a canvas) and add a list of fragments (widget). The
graphical editor uses a tab (theme) and sub-tab (page) system. When you want to add a new page or theme click
on "+" at the end of the tab list. For a page you have three possible views:
• wysiwyg: you can move the widgets and evaluate the rendering.

• fragments: to put the widgets in their placeholder (= a cell). You can put many widgets in a place
holder.

• layout: you can create new rows and divide the rows into cells, and specify the width of each cell (just
edit the nn% on the screen).

You can click on a fragment to edit it. When you edit a fragment you have a multitab editor to specify:
• custom properties of the fragment: e.g. the text if it is a text fragment,

• the graphical object (the widget) associated

• the style of each HTML object that composes the widget.

• then you specify the perspective in which the fragment can be seen.

One special fragment is the Facelet region: in the properties tab of the editor you can specify the name of a
faces to directly integrate it into your page.

12.3. Mechanism
Nuxeo Editor is done for not having to understand the underground mechanism. Yet it can be good to
understand the background to better leverage the tool and its possibilities. The Nuxeo component that manages
the customization and extension of Nuxeo EP 5 look and feel is: org.nuxeo.theme.services.ThemeService.
To register a whole theme (widget, style, layout etc. ...) you need to contribute to the extension point "theme"
this way:

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<extension
target="org.nuxeo.theme.services.ThemeService" point="themes">
<theme> <src>META-INF/nxthemes-setup.xml</src>
</theme> </extension>

In the trunk, the default theme is in the webapp project. Having a look inside enables us to discover the main
features.

12.3.1. The Elements


The file starts with the elements declaration, we define the pages, the rows (section markup), the cells and the
fragments in the cells.
<theme name="default"> <layout>
<page name="default"> <section> <cell> <fragment
type="generic fragment" /> </cell> <cell> <fragment
type="generic fragment" /> </cell> <cell> <fragment
type="generic fragment" /> </cell> </section>
</page> <page name = ...> . . . </page>
</layout> </theme>

All this markup refers to an Element subtype in the java model: PageElement, CellElement... The fragment
element, the one that gives the widget oriented capacity to Nuxeo is typed: we have in the default distribution
"generic fragment", "action fragments". A typed fragment returns a model to be displayed and edit in the edit
mode of the fragments. This model is often (but not always) what we can see in the "properties" tab of the
fragment editor. For now there is in the default Nuxeo distribution:
• generic fragment (empty model)

• textual fragment

• region fragment

• action fragment

The fragment can also receive a perspective attribute that specifies in which perspective it will be displayed
(the fourth tab in the fragment editor). You can then propose to Nuxeo user the same kind of experience you
have in Eclipse. The perspective are specified in the perspective extension point of !ThemeService component.

12.3.2. The format


Then, once you declared all the elements, you can format them through different axes :
• their layout

• their rendering (their view)

• their style

To do this, you put, inside the <theme> markup, children markup from those types:
• layout --> <layout element = ...>

• rendering --> <widget element ...>

• style --> <style element = ...>

Those 3 markups use the attribute element to get the reference to which element of your skeleton they will be
applied:

element="page[3]/section[3]/cell[1]"

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12.3.2.1. The rendered widget

Indeed each element is rendered by a view.


<widget element="page"> <view>page
frame</view> </widget>

This view is defined like this (with another extension point of !ThemeService: views):
<view
name="page frame"> <element-type>page</element-type>
<format-type>widget</format-type>
<class>org.nuxeo.theme.jsf.views.JSFView</class>
<template>nxthemes/jsf/widgets/page-frame.xml</template>
</view>

We can see that a view is associated to an element type. The element types contributions should be reserved to
Nuxeo only (one should manage with existing ones). The template markup gives the html/faces/text code to be
used for rendering the view. Notice that in the view, you can access the fragment model data through the EL
call nxthemesInfo.model.

<h:outputText escape="false"
value="#{nxthemesInfo.model.body}" />

12.3.2.2. The layout

The layout properties are given like this (still under the <theme> markup) :
<layout element="page[3]/section[3]/cell[1]">
<width>50%</width> <padding>20px</padding>
<margin>0</margin> </layout>

This enables to adjust the position of the fragments inside.

12.3.2.3. The style

Then comes the style properties. Again, you apply them to an element:
<style
element="page[1]/section[3]/cell[1]|page[3]/section[4]/cell[1]">
<selector path=""> <color>#757575</color>
<border-style>solid none none none</border-style>
<border-color>#003366</border-color>
<border-width>1px</border-width> <background> #FFF
url(/nuxeo/img/gray_gradient.gif) top left repeat-x
</background> <padding>5px 15px 5px 5px</padding>
</selector> <selector path="div">
<font-size>9px</font-size> </selector>
</style>

The selector specifies the markup to which the defined style is applied. The style definition used is the one of
the deeper upper-element that has a style definition specified. To be exhaustive, we need to present the filter
system (TODO)

12.3.3. The negotiation


We have seen how to define a theme. Now we need to see how a theme is applied. More precisely, how do I
manage the choice of the page I will display? In fact, the Nuxeo Theme framework proposes many ways to
specify the theme applied to the webapp for a given view:
• with a cookie

• with a request parameter (?theme= ...)

• with an association between a JSF view id and a theme

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So how to manage priority when more than one parameter is passed to the framework? The !ThemeService
component has another extension point to achieve this: the negotiation extension point. Not only can it be
used to select a theme but it also works with other objects as we will see later.
<negotiation object="theme"
strategy="nuxeo5">
<scheme>org.nuxeo.theme.jsf.negotiation.theme.RequestParameter</scheme>
<scheme>org.nuxeo.theme.jsf.negotiation.theme.CookieValue</scheme>
<scheme>org.nuxeo.theme.jsf.negotiation.theme.ViewId</scheme>
<!-- local theme (specific to nuxeo5) -->
<scheme>org.nuxeo.ecm.webapp.theme.LocalTheme</scheme>
<scheme>org.nuxeo.theme.jsf.negotiation.theme.DefaultTheme</scheme>
</negotiation>

As we can see in the example, the negotiation point defines the order in which the different methods for
obtaining the current theme information are applied. This negotiation feature also applies to other Nuxeo
Theme objects like the engine, the mode, the perspective.

12.3.4. The engine


Engine and filter are two notions that work together. An engine is the combination of different filters, and a
filter is a "sub-unit" of rendering. So the engine is the global renderer of your web app. From the elements
skeleton, it will generate the graphical appearance, passing each element through different black boxes,
depending on the type of the element. Here is the definition of the default engine of Nuxeo.
<engine name="default"> <renderer
element="theme"> <filter>add widget</filter>
<filter>collect xmlns</filter> </renderer>
<renderer element="page"> <filter>add widget</filter>
<filter>set layout</filter> <filter>set
style</filter> </renderer> <renderer
element="section"> <filter>add widget</filter>
<filter>set layout</filter> <filter>set
style</filter> </renderer> <renderer element="cell">
<filter>add widget</filter> <filter>set
layout</filter> <filter>set style</filter>
</renderer> <renderer element="fragment">
<filter>control fragment visibility</filter>
<filter>add widget</filter> <filter>set
style</filter> <filter>write fragment tag</filter>
</renderer> </engine>

The engine, that you register in the ThemeService component through the "engines" extension point lets you
add for each type of element some "filters" that will do some work around the markup content at rendering
time. Nuxeo already uses filters like the style fitler, that put the style definition you chose, the layout filter, the
"drag'n drop" filter... One interesting use of the filters is illustrated with the Nuxeo Theme editor: when you
type shift+alt+t, the display changes and you are in the WYSIWYG Nuxeo theme editor. But all the
components that make your page are still here, they just look a bit different because, some different filters are
used. For instance, because of the drag'n drop filter presence, you can move the fragments.

12.3.5. Resource management


Graphical components may need some external resources such as CSS or JavaScript libraries. Nuxeo theme has
an embedded resource management system that at rendering time automatically computes the list of the files
needed for rendering a page. Resources are served using gzip compression when supported by the browser.
JavaScript resources are also compressed using Dojo's ShrinkSafe. Finally all files of a same type (.css or .js)
are concatenated. This reduces the number of individual downloads and it enables to manage dependencies
between resources. Indeed, at declaration time you can specify the dependencies for a given resource:
<extension
target="org.nuxeo.theme.services.ThemeService" point="resources">
<resource name="controls.js">
<path>nxthemes/jsf/scripts/scriptaculous/controls.js</path>
<require>effects.js</require>
<require>prototype.js</require> </resource>
</extension>

Then, when you register the view associated to an element, you specify the resources it needs:
<view name="nuxeo5
clip board"> <format-type>widget</format-type>

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<class>org.nuxeo.theme.jsf.views.JSFView</class>
<template>incl/user_clipboard.xhtml</template>
<resource>dragdrop.js</resource>
</view>

12.3.6. Application
The last concept you need to know about to completely control the look and feel of your application is the
application extension point:
<extension
target="org.nuxeo.theme.services.ThemeService" point="applications">
<application root="/nuxeo"> <negotiation>
<strategy>nuxeo5</strategy>
<default-engine>default</default-engine>
<default-theme>default/default</default-theme>
<default-perspective>default</default-perspective>
</negotiation> <resource-caching>
<lifetime>36000</lifetime> </resource-caching>
<view id="/create_relation_search_document_popup.xhtml">
<theme>default/popup</theme> </view> <view
id="/user_dashboard.xhtml">
<theme>default/user_dashboard</theme> </view> <view
id="/view_calendar.xhtml">
<perspective>view_calendar</perspective> </view>
<view id="/print.xhtml">
<perspective>print</perspective> </view>
</application> </extension>

As you can see in the example, an application is associated to a web-app root context. There you specify the
strategy (a negotiation grouping feature), the default engine, the default theme and perspective. You also
specify the caching policy and there you also declare the JSF view id / theme association that we went through
earlier in this tutorial.

12.4. Customizing the theme


Eventually, all theme and styling work will be done in the Theme Editor. For now, we have to use both the
editor and the file theme-default.xml in
nuxeo/nuxeo-platform/nuxeo-platform-webapp-core/src/main/resources/META-INF/.

What can be done in the editor: page layout, widget moving, fragment styling, page/section/cell preset borders
and backgrounds

What must be done in theme-default.xml : commons styles and their inheritance

In addition to the theme-default.xml come palettes: a bunch of presets for colors, backgrounds, fonts and
other css attributes. Nuxeo EP 5 supports text palettes and GIMP/Photoshop palettes (for the colors).

When you add images or modify theme-default.xml, you have to redeploy your Nuxeo 5.

In case of doubt, try using the editor, because the produced code is much cleaner and compliant than anything
you would write manually :-)

12.4.1. Modifying the current theme using theme-default.xml


The file theme-default.xml is structured as follows:
• Pages and their layout

• widgets in pages

• definition of predefined styles (using preset values from palettes)

• cell and fragments styling

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In theme-contrib.xml we have our theme called:

<!-- themes --> <extension


target="org.nuxeo.theme.services.ThemeService" point="themes">
<theme> <src>META-INF/theme-default.xml</src>
</theme> </extension>

In the editor, in Manage Themes tab, it gives:

This file is deployed in JBoss. If you modify the theme using the editor all changes will be lost so think of
downloading the theme to your Desktop, to replace the theme-default.xml in your local copy of Nuxeo EP 5.

A good way of working with this file is to add your working copy in theme-contrib.xml. It is possible in
NXThemes to load several themes and page.

Add your file(s) in themes-contrib.xml, for example:

<theme>
<src>file:///path/to/sources/nuxeo/nuxeo-platform/nuxeo-platform-webapp-core/src/main/resources/META-INF
</theme>

After a redeployment, in the 'Manage Themes' section we now have a theme that can be reloaded directly from
the file-system!

Starting from there, here are two ways of developing smartly:


• Edit your theme-default.xml in Eclipse (or in your XML editor) then go to theme editor, in Manage
Themes tab and click "Reload" on your local file: you can directly see the changes you made in the XML
source.

• Modify the theme inside the editor, then go to Manage Themes tab and click on "Save" action. All
changes will be saved in the file.

12.4.1.1. Playing with palettes.

The palettes are in


nuxeo/nuxeo-platform/nuxeo-platform-webapp-core/src/main/resources/themes.palettes/

They are called in


nuxeo/nuxeo-platform/nuxeo-platform-webapp-core/src/main/resources/OSGI-INF/theme-contrib.xml:

<!-- Styles presets --> <extension


target="org.nuxeo.theme.services.ThemeService" point="presets">
<palette name="Nuxeo default fonts"
src="themes/palettes/nxfonts.properties" category="font" />
<palette name="Nuxeo psd colors"
src="themes/palettes/nxcolors.aco" category="color" />
<palette name="Nuxeo default backgrounds"
src="themes/palettes/nxbackgrounds.properties" category="background"
/> </extension>

There are 3 default palettes:


• nxbackgrounds.properties that specifies the banner's css background and the shadow under it

• nxcolors.aco that contains nuxeo default colors in a photoshop palette format

• nxfonts.properties that contains default css font, small and 4 levels of titles

The easiest way for you to customize yout Nuxeo EP 5 app is to modify the existing palettes!

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For example, in nxfonts.properties change the line

default=11px Verdana, Arial,


sans-serif

to

default=12px Courier, serif

Then all the fonts of the app will be changed to your new value!

We advise you to add your own color palette.

12.4.1.2. Definition of a predefined style

Currently in nxthemes-setup.xml we have a style named default buttons, which is defined as:

<style name="default buttons"> <selector


path="input.button">
<background>url(/nuxeo/img/button_1.gif) 0 0 repeat-x
#e3e6ea</background> <font preset="default (Nuxeo default
fonts)"/> <margin>5px 10px 10px 0px</margin>
<color>#000</color>
<border-style>solid</border-style>
<border-width>1px</border-width>
<border-color>#ccc #666 #666 #ccc</border-color>
<padding>2px 5px 2px 5px</padding>
<cursor>pointer</cursor> </selector> <selector
path="input.button:hover"> <color preset="white (Nuxeo psd
colors)"/> <font preset="default (Nuxeo default fonts)"/>
<background>url(/nuxeo/img/button_2.gif) 0 0 repeat-x
#3f89ef</background> <border-color>#0099ff #0066cc
#0066cc #0099ff</border-color>
<border-style>solid</border-style>
<border-width>1px</border-width> </selector>
<selector path="input.button[disabled=disabled],
input.button[disabled=disabled]:hover">
<color>#c1c1c1</color> <font preset="default (Nuxeo
default fonts)"/>
<background>url(/nuxeo/img/button_disabled.gif) 0 0 repeat-x
#ebeff4</background> <border-color>#ccc #999 #999
#ccc</border-color> <cursor>default</cursor>
<border-style>solid</border-style>
<border-width>1px</border-width> </selector>
</style>

We can see that:


• a style that does not apply to an element is name

• inside this style, several HTML attributes/classes are called

• palette preset are called, such as the font attribute

Predefined styles are also a good way of efficiently changing the look of your application because you need to
change the CSS only once!

12.4.1.3. Using a predefined style

Later in the file we notice that the 'user services' fragment takes the default buttons style preset:

<!-- user services --> <style


element="page[1]/section[1]/cell[2]/fragment[1]|page[3]/section[1]/cell[2]/fragment[1]"
inherit="default buttons">

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It means that the styles defined for the buttons will be applied to the 'user services' fragment (user links and
search in the banner).

12.4.2. Modifying the current theme

12.4.2.1. Styling the theme using the editor

As we explained earlier, layout editing and local styling can be done in the theme editor.

In the editor, click on an element you want to style, click "Edit" in the Menu. Here we chose the RSS/Atom link
button

Access the Style tab.

The existing selectors are on the right in the Properties box, otherwise move the mouse over the preview area
and click on an element to create a CSS selector path.

We choose to change the small font preset to the default one. As you see, the Style picker shows all the palettes
and all the presets are rendered. We remove the background property for the syndication links button and add a
preset background-color, our RSS/Atom button is all changed now:

When you are done with managing your theme you might want to save it to your local copy of Nuxeo. Just go
in the Manage Themes tab, download the custom theme to your computer, then put it in your repository.

Congratulation, you have just customized the Nuxeo EP theme!

12.4.2.2. Modifying the theme by adding/modifying a fragment

You may want to modify an existing fragment to customize your project, let's say you want your compagny
logo instead of Nuxeo EP's and you own corporate links in the footer. We won't create & declare new
fragments (as we saw, fragments and their resources are defined in theme-contrib.xml), we'll use the
default-ones to override Nuxeo EP's, considering you have your own project using Nuxeo EP default as made
in the sample project.

Here are the steps do to so:


• copy your logo (let's call it corporate_logo.gif) to
your.project/src/main/resources/nuxeo.war/img

• copy and paste logo.xhtml and footer.xhtml from


nuxeo/nuxeo-platform/nuxeo-platform-webapp/src/main/resources/nuxeo.war/incl to
your.project/src/main/resources/nuxeo.war/incl so it's overridden when doing your ant.

Tip
This is a general principle for nuxeo.war folder. The contents of the /img/ folder of your app
are the contents of Nuxeo EP's default .../nuxeo.war/img folder. Every specific resource in
your.project/.../nuxeo.war/img come in addition of what is already in default
.../nuxeo.war/img if non-existing there with same filename, or come instead of what is
existing in default .../nuxeo.war/img if same filename.

• edit logo.xhtml that currently contains


<div xmlns:h="http://java.sun.com/jsf/html"
xmlns:ui="http://java.sun.com/jsf/facelets"
xmlns:f="http://java.sun.com/jsf/core"
xmlns:t="http://myfaces.apache.org/tomahawk"
xmlns:nxu="http://nuxeo.org/nxweb/util"
xmlns:c="http://java.sun.com/jstl/core" class="menu">

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Look and feel

<div> <h:form> <h:commandLink


action="#{navigationContext.goHome()}"> <h:graphicImage
value="#{logoHelper.logoURL}" alt="Nuxeo EP 5" width="194"
height="99" /> </h:commandLink> </h:form>
</div> </div>

• change the line <h:graphicImage value="#{logoHelper.logoURL}" alt="Nuxeo EP 5" width="194"


height="99" /> for something like <img src="/nuxeo/img/corporate_logo.gif" alt="My
corporate logo" /> and save your changes

• edit footer.xhtml that currently contains

<div xmlns:h="http://java.sun.com/jsf/html"
xmlns:ui="http://java.sun.com/jsf/facelets"
xmlns:f="http://java.sun.com/jsf/core"> <ui:insert
name="footer"> Copyright
<f:verbatim>&amp;copy;</f:verbatim> 2006 Nuxeo.
Visit <!-- &nbsp; --> <h:outputLink
value="http://www.nuxeo.com"> <h:outputText
value="nuxeo.com" /> </h:outputLink> | Get <!--
&nbsp; --><h:outputLink
value="http://www.nuxeo.com/en/services/support/">
<h:outputText value="support" /> </h:outputLink> |
Join the <!-- &nbsp; --> <h:outputLink
value="http://www.nuxeo.org/sections/community">
<h:outputText value="community" /> </h:outputLink>
<br /> <h:form> <h:outputText
value="#{messages['label.selectLocale']}" />
<h:selectOneMenu value="#{localeSelector.localeString}"
styleClass="langSelect"> <f:selectItems
value="#{localeSelector.supportedLocales}"/>
</h:selectOneMenu> <h:commandButton
action="#{localeSelector.select}"
value="#{messages['command.changeLocale']}" class="langSubmit"
/> </h:form> </ui:insert>
</div

• Change from Copyright to <br /> by something like <a href="http://yoursite.com">My Corporate
Site</a>, save your changes

• Do an ant on your projet, rerun your jboss and appreciate the changes...

Congratulation, you have just customized some Nuxeo EP fragments!

12.4.3. Adding a new theme and its pages


We rarely create a theme from scratch. Since the default, popup and dashboards are used in every projetc, we
usually duplicate the default theme and use it as a basis. But let's pretend you want to add a completely new and
custom theme to your project. Here are the steps.

Note
We assume you are familiar to Nuxeo EP way and have read the theme section above!

12.4.3.1. Create a new theme


• Log in as Administrator

• Go to the Manage Theme view

• Click the plus tab, right next to the themes names

• Define a (smart) name. We are currently using "cuztom"

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• You have a page called "default", toy with it, add sections and fragments, color the areas so your theme
is not empty. We recommend to add a region fragment with name set as body so the main content is
displayed.

• You can add pages to your theme by clicking the plus tab next to the pages names.

• Go the manage themes tab

• Download your theme

12.4.3.2. Setting the files

You will need a few files/declaration to set your new theme. What we will be overriding in our project is
/nuxeo/nuxeo-platform/nuxeo-platform-webapp-core/src/main/resources/.

Make sure that:


• You copied your downloaded cuztom theme (or duplicate default nuxeo theme, of course) to
/yourproject/.../resources/themes

• META-INF/META-INF.MF calls your OSGI-INF/cuztom-theme-contrib.xml as component

• You have a OSGI-INF/cuztom-theme-contrib.xml with inside:

• The component name set is your project's

• The theme extension point contains your JBoss's theme file

• The theme extension point contains your local theme file (if you plan to work that way)

• The applications extension point set the negociation with your theme as default theme

• If you have specific fragments or palettes, declare them there.

Your new theme is now part of your project and set as default. Your can ant your app and re-run JBoss.

Tip
A good way to name your files is to add your project's name before the current Nuxeo filename.
For an example, theme-contrib.xml may become cuztom-theme-contrib.xml.

12.4.3.3. Working the theme

Your now all set to create your own design with all the tools explained in the sections above:
• Create fragments, declare theme in cuztom-theme-contrib.xml and drop them into your pages using the
theme editor

• Add palettes, declare them, call them in your theme-file.

• Create generic style and make elements inherit of it.

• Modify the structure of the pages with the theme editor and save your changes in your local files

• Add style in your local files and reload the theme using the Manage Theme tab in theme editor.

• Add images and icon into your nuxeo.war folder and call them in the style, in the actions-contrib.xml or

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in the fragments.

Have fun and send us your creations!

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Chapter 13. Authentication, Users & Groups
Management

13.1. Introduction
In Nuxeo EP, the concept of a user is needed for two main reasons:
• Users are needed for authentication and authorization to work,

• Users have associated information that can be displayed, for instance to display someone's full name or
email address.

An abstraction, the UserManager, centralizes the way a Nuxeo EP application deals with users (and groups of
users). The UserManager is queried by the platform's LoginModule when someone attemps to authenticate
against the framework. It is also queried whenever someone wants the last name or email of a user for instance,
or to get all users having "Bob" as their first name.

13.2. Users and Groups configuration


The data about users (login, password, name, personal information, etc.) and the groups they belong to (simple
members, or any application-related group) are managed through the Directory abstraction. This means that
users can be stored in LDAP or in SQL, and groups can be part of the LDAP tree or stored in a SQL table, but
the application doesn't see the difference as long as the connectors are configured properly.

13.2.1. Schemas
To define a new source of users, you simply define a new directory (or redefine the default one) to use different
connection and schema information. We'll use an example where the pet-name field is added to the user's
schema.

Let's start by defining our new schema in a .xsd file, myuser.xsd:


<?xml version="1.0"?>
<xs:schema xmlns:xs="http://www.w3.org/2001/XMLSchema"
xmlns:nxs="http://www.nuxeo.org/ecm/schemas/user"
targetNamespace="http://www.nuxeo.org/ecm/schemas/user">
<xs:include schemaLocation="base.xsd" />
<xs:element name="username" type="xs:string" />
<xs:element name="password" type="xs:string" />
<xs:element name="email" type="xs:string" />
<xs:element name="firstName" type="xs:string" />
<xs:element name="lastName" type="xs:string" />
<xs:element name="company" type="xs:string" />
<xs:element name="petName" type="xs:string" />
<!-- inverse reference -->
<xs:element name="groups" type="nxs:stringList" />
</xs:schema>

This schema must be registered in an extension point:


<extension target="org.nuxeo.ecm.core.schema.TypeService" point="schema">
<schema name="myuser" src="myuser.xsd" />
</extension>

TODO: FG groups

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13.2.2. Directories
The user schema can now be used when we define a new directory, MyUserDirectory. A SQL directory is
defined like this:
<extension target="org.nuxeo.ecm.directory.sql.SQLDirectoryFactory" point="directories">
<directory name="MyUserDirectory">
<schema>myuser</schema>
<idField>username</idField>
<passwordField>password</passwordField>
<dataSource>java:/nxsqldirectory</dataSource>
<table>myusers</table>
<dataFile>myusers.csv</dataFile>
<createTablePolicy>on_missing_columns</createTablePolicy>
<references>
<inverseReference field="groups" directory="groupDirectory"
dualReferenceField="members" />
</references>
</directory>
</extension>

And we can provide a file, myusers.csv, which will be used to populate the table if it is missing:
username, password, firstName, lastName, company, email, petName
bob,bobSecret,Bob,Doe,ACME,bob@example.com,Lassie

If instead we had used an LDAP directory, the configuration would look like:

<extension target="org.nuxeo.ecm.directory.ldap.LDAPDirectoryFactory" point="servers">


<server name="default">
<ldapUrl>ldap://localhost:389</ldapUrl>
<bindDn>cn=manager,dc=example,dc=com</bindDn>
<bindPassword>secret</bindPassword>
</server>
</extension>
<extension target="org.nuxeo.ecm.directory.ldap.LDAPDirectoryFactory" point="directories">
<directory name="MyUserDirectory">
<schema>myuser</schema>
<idField>username</idField>
<passwordField>password</passwordField>
<server>default</server>
<searchBaseDn>ou=people,dc=example,dc=com</searchBaseDn>
<searchClass>inetOrgPerson</searchClass>
<searchScope>subtree</searchScope>
<fieldMapping name="username">uid</fieldMapping>
<fieldMapping name="password">userPassword</fieldMapping>
<fieldMapping name="email">mail</fieldMapping>
<fieldMapping name="firstName">givenName</fieldMapping>
<fieldMapping name="lastName">sn</fieldMapping>
<fieldMapping name="company">o</fieldMapping>
<references>
<inverseReference field="groups" directory="groupDirectory"
dualReferenceField="members" />
</references>
</directory>
</extension>

Detailed configuration on SQL Directories and LDAP Directories can be found in Chapter 19, Directories and
Vocabularies.

13.2.3. UserManager
We can now tell the UserManager that this directory should be the one to use when dealing with users:
<extension target="org.nuxeo.ecm.platform.usermanager.UserService" point="userManager">
<userManager>

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<users>
<directory>MyUserDirectory</directory>
<emailField>email</emailField>
<searchFields append="true">
<searchField>username</searchField>
<searchField>firstName</searchField>
<searchField>lastName</searchField>
<searchField>myfield</searchField>
</searchFields>
</users>
</userManager>
</extension>

This configuration also sets the email field, and search fields that have to be queried when searching for users.
It can be completed to set the anonymous user, add virtual users, or set the group directory properties.

<extension target="org.nuxeo.ecm.platform.usermanager.UserService" point="userManager">


<userManager>
<users>
<directory>MyUserDirectory</directory>
<emailField>email</emailField>
<searchFields append="true">
<searchField>username</searchField>
<searchField>firstName</searchField>
<searchField>lastName</searchField>
<searchField>myfield</searchField>
</searchFields>
<listingMode>tabbed</listingMode>
<anonymousUser id="Anonymous">
<property name="firstName">Anonymous</property>
<property name="lastName">User</property>
</anonymousUser>
<virtualUser id="MyCustomAdministrator" searchable="false">
<password>secret</password>
<property name="firstName">My Custom</property>
<property name="lastName">Administrator</property>
<group>administrators</group>
</virtualUser>
<virtualUser id="MyCustomMember" searchable="false">
<password>secret</password>
<property name="firstName">My Custom</property>
<property name="lastName">Member</property>
<group>members</group>
<group>othergroup</group>
<propertyList name="listprop">
<value>item1</value>
<value>item2</value>
</propertyList>
</virtualUser>
<virtualUser id="ExistingVirtualUser" remove="true" />
</users>
<defaultAdministratorId>Administrator</defaultAdministratorId>
<!-- available tags since 5.3.1 -->
<administratorsGroup>myAdmins</administratorsGroup>
<administratorsGroup>myOtherAdmins</administratorsGroup>
<disableDefaultAdministratorsGroup>
false
</disableDefaultAdministratorsGroup>
<!-- end of available tags since 5.3.1 -->
<userSortField>lastName</userSortField>
<userPasswordPattern>^[a-zA-Z0-9]{5,}$</userPasswordPattern>
<groups>
<directory>somegroupdir</directory>
<membersField>members</membersField>
<subGroupsField>subgroups</subGroupsField>
<parentGroupsField>parentgroup</parentGroupsField>
<listingMode>search_only</listingMode>
</groups>
<defaultGroup>members</defaultGroup>
<groupSortField>groupname</groupSortField>
</userManager>
</extension>

The anonymous user represents a special kind of virtual user, used to represent users that do not need to log in
the application. This feature is used in conjunction with the anonymous plugin (see next chapter).

Virtual users can be added for authentication. Properties are used to create the appropriate model as if user was

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retrieved from the user directory. This is a convenient way to add custom users to the application when the user
directory (using LDAP for instance) cannot be modified. Virtual users with the "administrators" group will
have the same rights than the default administrator.

The default administrator id can be set either to an existing or virtual user. This user will be virtually member
of all the groups declared as administrators (by default, the group named "administrators" is used).

Since 5.3.1, new administrators groups can be added using the "administratorsGroup" tag. Several groups can
be defined, adding as many tags as needed. The default group named "administrators" can be disabled by
setting the "disableDefaultAdministratorsGroup" to "true" (defaults to false): only new defined administrators
groups will then be taken into account. Note that disabling this default group should be done after setting up
custom rights in the repository, as this group is usually defined as the group of users who have all permissions
at the root of the repository. Administrators groups will have access to vocabulary management, theme editor,...
They are also added local rights when blocking permissions to avoid lockups.

The group directory can also be configured to define the groups hierarchy and the contained users. This
configuration has to match the user directory inverse references.

Every authenticated user will be placed in the configured default group. This group does not need to exist in the
backing group directory, nor does any other group listed in virtual users configuration.

13.2.4. User Management Interface


Since 5.2.GA, The default users and groups management pages use some layouts for display. If you're using
custom schemas and would like to display your new fields, or would like to change the default display, you can
redefine layouts names "user" and "group" by contributing new layouts with this name. See chapter Chapter 8,
Layouts for more information about layouts configuration.

Do not forget to put "<require>org.nuxeo.ecm.platform.forms.layouts.webapp</require>" on your layout


contribution to ensure default layouts are overridden.

Example 13.1. Sample layout contribution for users and groups management.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.forms.layouts.usersAndGroups">
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="user">
<templates>
<template mode="any">/layouts/layout_default_template.xhtml</template>
</templates>
<rows>
<row>
<widget>username</widget>
</row>
<row>
<widget>firstname</widget>
</row>
<row>
<widget>lastname</widget>
</row>
<row>
<widget>company</widget>
</row>
<row>
<widget>email</widget>
</row>
<row>
<widget>firstPassword</widget>
</row>
<row>
<widget>secondPassword</widget>
</row>
<row>
<widget>passwordMatcher</widget>
</row>
<row>
<widget>groups</widget>
</row>
</rows>

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<widget name="username" type="text">


<labels>
<label mode="any">username</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">username</field>
</fields>
<widgetModes>
<mode value="create">edit</mode>
<mode value="editPassword">hidden</mode>
<mode value="any">view</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="required">true</property>
<property name="styleClass">dataInputText</property>
<property name="validator">
#{userManagerActions.validateUserName}
</property>
</properties>
</widget>
<widget name="firstname" type="text">
<labels>
<label mode="any">firstName</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">firstName</field>
</fields>
<widgetModes>
<mode value="editPassword">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="lastname" type="text">
<labels>
<label mode="any">lastName</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">lastName</field>
</fields>
<widgetModes>
<mode value="editPassword">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="company" type="text">
<labels>
<label mode="any">company</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">company</field>
</fields>
<widgetModes>
<mode value="editPassword">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="email" type="text">
<labels>
<label mode="any">email</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">email</field>
</fields>
<widgetModes>
<mode value="editPassword">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="required">true</property>
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="firstPassword" type="secret">
<labels>
<label mode="any">password</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">password</field>
</fields>
<widgetModes>
<mode value="create">edit</mode>
<mode value="editPassword">edit</mode>

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<mode value="any">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="required">true</property>
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="secondPassword" type="secret">
<labels>
<label mode="any">password.verify</label>
</labels>
<translated>true</translated>
<widgetModes>
<mode value="create">edit</mode>
<mode value="editPassword">edit</mode>
<mode value="any">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<property name="required">true</property>
<property name="styleClass">dataInputText</property>
</properties>
</widget>
<widget name="passwordMatcher" type="template">
<labels>
<label mode="any"></label>
</labels>
<translated>true</translated>
<widgetModes>
<mode value="create">edit</mode>
<mode value="editPassword">edit</mode>
<mode value="any">hidden</mode>
</widgetModes>
<properties widgetMode="edit">
<!-- XXX: depends on firstPassword and secondPassword widget names -->
<property name="template">
/widgets/user_password_validation_widget_template.xhtml
</property>
</properties>
</widget>
<widget name="groups" type="template">
<labels>
<label mode="any">label.userManager.userGroups</label>
</labels>
<translated>true</translated>
<fields>
<field schema="user">groups</field>
</fields>
<widgetModes>
<mode value="edit">
#{nxu:test(currentUser.administrator, 'edit', 'view')}
</mode>
<mode value="editPassword">hidden</mode>
</widgetModes>
<properties widgetMode="any">
<property name="template">
/widgets/user_suggestion_widget_template.xhtml
</property>
<property name="userSuggestionSearchType">GROUP_TYPE</property>
</properties>
</widget>
</layout>
<layout name="group">
<templates>
<template mode="any">/layouts/layout_default_template.xhtml</template>
</templates>
<rows>
<row>
<widget>groupname</widget>
</row>
<row>
<widget>members</widget>
</row>
<row>
<widget>subgroups</widget>
</row>
</rows>
<widget name="groupname" type="text">
<labels>
<label mode="any">label.groupManager.groupName</label>
</labels>
<translated>true</translated>
<fields>
<field schema="group">groupname</field>
</fields>
<widgetModes>
<mode value="create">edit</mode>
<mode value="any">hidden</mode>
</widgetModes>
<properties widgetMode="any">
<property name="required">true</property>
<property name="styleClass">dataInputText</property>
</properties>

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</widget>
<widget name="members" type="template">
<labels>
<label mode="any">label.groupManager.userMembers</label>
</labels>
<translated>true</translated>
<fields>
<field schema="group">members</field>
</fields>
<properties widgetMode="any">
<property name="template">
/widgets/user_suggestion_widget_template.xhtml
</property>
<property name="userSuggestionSearchType">USER_TYPE</property>
</properties>
</widget>
<widget name="subgroups" type="template">
<labels>
<label mode="any">label.groupManager.groupMembers</label>
</labels>
<translated>true</translated>
<fields>
<field schema="group">subGroups</field>
</fields>
<properties widgetMode="any">
<property name="template">
/widgets/user_suggestion_widget_template.xhtml
</property>
<property name="userSuggestionSearchType">GROUP_TYPE</property>
</properties>
</widget>
</layout>
</extension>
</component>

Before 5.2.GA, you need to redefine the deprecated layout configuration of two standard document types, User
and UserCreate (which are used in the default user management screens and backing beans) to add our new
field:
<extension target="org.nuxeo.ecm.platform.types.TypeService" point="types">
<type id="User" coretype="User">
<label>User</label>
<icon>/icons/user.gif</icon>
<default-view>view_user</default-view>
<layout>
<widget schemaname="myuser" fieldname="username"
jsfcomponent="h:inputTextReadOnly" />
<widget schemaname="myuser" fieldname="firstName"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="lastName"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="email"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="company"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="petName"
jsfcomponent="h:inputText" />
</layout>
</type>
<type id="UserCreate" coretype="UserCreate">
<label>UserCreate</label>
<icon>/icons/user.gif</icon>
<default-view>create_user</default-view>
<layout>
<widget schemaname="myuser" fieldname="username"
jsfcomponent="h:inputText" required="true" />
<widget schemaname="myuser" fieldname="password"
jsfcomponent="h:inputSecret" required="true" />
<widget schemaname="myuser" fieldname="firstName"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="lastName"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="email"
jsfcomponent="h:inputText" required="true" />
<widget schemaname="myuser" fieldname="company"
jsfcomponent="h:inputText" />
<widget schemaname="myuser" fieldname="petName"
jsfcomponent="h:inputText" />
</layout>
</type>

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</extension>

13.3. Authentication

13.3.1. Authentication Framework Overview


Nuxeo Authentication is based on the JAAS standard.

Authentication infrastructure is based on 2 main components :


• a JAAS Login Module: NuxeoLoginModule

• a Web Filter: NuxeoAuthenticationFilter

Users and groups are managed via the UserManagerService that handles the indirection to users and groups
directories (SQL or LDAP).

Nuxeo authentication framework is pluggable so that you can contribute new plugin and don't have to rewrite
and reconfigure a complete JAAS infrastructure.

13.3.2. Pluggable JAAS Login Module


NuxeoLoginModule is a JAAS LoginModule. It is responsible for handling all login call within Nuxeo's
security domains:
• nuxeo-ecm: for the service stack and the core

• nuxeo-ecm-web: for the web application on the top of the service stack
On JBoss application server, the JBoss Client Login module is used to propagate security between the web part
and the service stack.

Here is the default JBoss security configuration:


<domain name="nuxeo-ecm-web">
<login-module code = "org.nuxeo.ecm.platform.login.NuxeoLoginModule"
flag = "required">
<option name="principalClassName">org.nuxeo.ecm.platform.login.NuxeoPrincipal</option>
<option name="useUserIdentificationInfoCB">true</option>
</login-module>
<login-module code="org.jboss.security.ClientLoginModule" flag="required">
<option name="password-stacking">true</option>
<option name="restore-login-identity">true</option>
<option name="multi-threaded">true</option>
</login-module>
</domain>
<domain name="nuxeo-ecm">
<login-module code = "org.nuxeo.ecm.platform.login.NuxeoLoginModule" flag = "required">
<option name="principalClassName">org.nuxeo.ecm.platform.login.NuxeoPrincipal</option>
<option name="useUserIdentificationInfoCB">true</option>
</login-module>
</domain>

As shown by this configuration, the principals returned by NuxeoLoginModule is


org.nuxeo.ecm.platform.login.NuxeoPrincipal.

Each protected service declares the nuxeo-ecm security domain


<?xml version="1.0" encoding="UTF-8"?>
<jboss>
<enterprise-beans>
<session>
<ejb-name>DocumentManagerBean</ejb-name>
<security-domain>nuxeo-ecm</security-domain>
</session>
</enterprise-beans>
</jboss>

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13.3.2.1. NuxeoLoginModule

NuxeoLoginModule mainly handles 2 tasks:


• login user

This means extract information from the CallBack stack and validate identity.

NuxeoLoginModule supports several types of CallBacks (including Nuxeo specific CallBack) and uses a
plugin system to be able to validate user identity in a pluggable way.

• Principal creation

For that NuxeoLoginModule uses Nuxeo UserManager service that does the indirection to the
users/groups directories.

When used in conjunction with UserIdentificationInfoCallback (Nuxeo custom CallBack system), the
LoginModule will choose the right LoginPlugin according to the CallBack information.

13.3.2.2. NuxeoLoginModule Plugins

Because validating User identity can be more complex that just checking login/password, NuxeoLoginModule
exposes an extension point to contribute new LoginPlugins

Each LoginPlugin has to implement the org.nuxeo.ecm.platform.login.LoginPlugin interface.

Main method is:


String validatedUserIdentity(UserIdentificationInfo userIdent)

that is used to validate the UserIdentificationInfo.

Typically, default implementation will extract Login/Password from UserIdentificationInfo and call the
checkUsernamePassword against the UserManager that will validate this information against the users
directory.

Other plugins can use other informations carried by UserIdentificationInfo (token, ticket ...) to validate the
identity against an external SSO system. The UserIdentificationInfo also carries the LoginModule plugin name
that must be used to validate identity. Even if technically, a lot of SSO system could be implemented using this
plugin system, most SSO implementations have be moved to the Authentication Plugin at the Web Filter level,
because they need a http dialog.

For now, the NuxeoLoginModule has only two way to handle validateUserIdentity:
• default

Uses UserManager

• Trusted_LM

This plugin assumes the user identity has already been validated by the authentication filter, so the
validatedUserIdentity will always return true. Using this LoginModule plugin, a user will be logged if
the user exists in the UserManager. This plugin is used for most SSO system in conjunction with a
Authentication plugin that will actually do the work of validating password or token.

13.3.2.3. Remote Login to the EJB layer

The Login system can be used via Remote EJB calls.

You can login as System user:


LoginContext lc = Framework.login();

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// do some service calls


lc.logout();

You can login using user / password:


LoginContext lc = Framework.login(userName, password);
// do some service calls
lc.logout();

You can also call the login method and pass it directly a CallBackHandler. This can be used in conjunction with
org.nuxeo.ecm.platform.api.login.UserIdentificationInfoCallbackHandler.

13.3.3. Pluggable Web Authentication Filter


The Web Authentication filter is responsible for:
• guarding access to web resources

The filter can be parameterized to guard urls with a given pattern

• finding the right plugin to get user identification information

This can be getting a userName/Password, getting a token in a cookie or a header, redirecting user to
another authentication server.

• create the LoginContext

This means creating the needed callBacks and call the JAAS Login

• store and reestablish login context

In order to avoid recreating a login context for each request, the LoginContext is cached.

13.3.3.1. NuxeoAuthenticationFilter

The NuxeoAuthenticationFilter is one of the top level filter in Nuxeo Web Filters stack.

For each request it will try to find a existing LoginContext and create a RequestWrapper that will carry the
NuxeoPrincipal.

If no existing LoginContext is found it will try to prompt the client for authentication information and will
establish the login context.

If order to execute the task of prompting the client and retrieving UserIndetificationInfo, the filter will rely on a
set of configured plugins.

Each plugin must:


• Implement org.nuxeo.ecm.platform.ui.web.auth.interfaces.NuxeoAuthenticationPlugin

The two main methods are:

Boolean handleLoginPrompt(HttpServletRequest httpRequest,HttpServletResponse httpResponse, String baseURL);


UserIdentificationInfo handleRetrieveIdentity(HttpServletRequest httpRequest, HttpServletResponse httpResponse);

• Define the LoginModule plugin to use if needed

Typically, SSO AuthenticationPlugin will do all the work and will use the Trusted_LM LoginModule
Plugin.

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• Define if stating URL must be saved

AuthenticationPlugins that uses HTTP redirect in order to do the login prompt will let the Filter store the
first accessed URL in order to cleanly redirect the user to the page he asked after the authentication is
successful.

Additionnaly, AuthenticationPlugin can also implement the


org.nuxeo.ecm.platform.ui.web.auth.interfaces.NuxeoAuthenticationPluginLogoutExtension
interface if a specific processing must be done when logging out.

Here is a sample XML descriptor for registering an AuthenticationPlugin:

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.ui.web.auth.defaultConfig">
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="authenticators">
<authenticationPlugin name="FORM_AUTH" enabled="true"
class="org.nuxeo.ecm.platform.ui.web.auth.plugins.FormAuthenticator">
<needStartingURLSaving>true</needStartingURLSaving>
<parameters>
<parameter name="LoginPage">login.jsp</parameter>
<parameter name="UsernameKey">user_name</parameter>
<parameter name="PasswordKey">user_password</parameter>
</parameters>
</authenticationPlugin>
</extension>
</component>

As you can see in the above example, the descriptor contains the parameters tag that can be used to embed
arbitrary additional configuration that will be specific to a given AuthenticationPlugin. In the above example, it
is used to define the field names and the JSP file used for form based authentication.

NuxeoAuthenticationFilter supports several authentication system. This is, for example, useful for having users
using Form based authentication and having RSS clients using Basic Authentication. Because of that
AuthenticationPlugin must be ordered. For that purpose, NuxeoAuthenticationFilter uses a dedicated extension
point that let you define the AuthenticationChain.
<component name="Anonymous.auth.activation">
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>
<plugin>BASIC_AUTH</plugin>
<plugin>ANONYMOUS_AUTH</plugin>
<plugin>FORM_AUTH</plugin>
</plugins>
</authenticationChain>
</extension>
</component>

The NuxeoAuthenticationFilter will use this chain to trigger the login prompt. When authentication is needed,
the Filter will call, in a first round, the handleRetrieveIdentity method on all the plugins in the order of the
authentication chain and then, in a second round, the handleLoginPrompt method in the same order on all the
plugins if the authentication could not be achieved in the first round. The aim is to have as much automatic
authentications as possible, that's why all the manual authentications (those which need a prompt) are done in a
second round.

Some authentication plugins may choose to trigger or not the LoginPrompt depending on the situation. For
example: the BasicAuthentication plugin generates the login prompt (in the case of the BasicAuthentication
plugin the login prompt is an HTTP basic authentication which takes the form of a popup) only for specific
URLs used for RSS feeds or restlet calls. This allows the platform to be easily called by Restlets and RSS
clients without bothering browser clients who are presented with web forms to authenticate.

13.3.3.2. Built-in Authentication Plugins

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NuxeoAuthenticationFilter comes with two built-in authentication plugins:


• FORM_AUTH: Form based Authentication

This is a standard form based authentication. Current implementation let you configure the name of the
Login and Password fields, and the name of the page used to display the login page

• BASIC_AUTH: Basic HTTP Authentication

This plugin supports standard HTTP Basic Authentication. By default, this plugin only generates the
authentication prompt on configured URLs.

There are also additional components that provides other Authentication plugins (see below).

13.3.3.3. Additional Authentication Plugins

Nuxeo provides a set of other authentication plugins that are not installed by default with the standard Nuxeo
EP setup. These plugins can be downloaded and installed separately.

13.3.3.3.1. CAS2 Authentication


This plugin implements a client for CAS SSO system (Central Authentication System). It can be configured to
use a CAS proxy. It has been tested and reported to work with CAS V2.

It's easy to test this plugin by installing the JA-SIG Central Authentication Service Open Source CAS server.

To install this authentication plugin, you need to:


• be sure that there is a CAS server already setup and running

• download the nuxeo-platform-login-cas2 plugin

• put it in $JBOSS_HOME/server/default/deploy/nuxeo.ear/plugins and restart the server

• configure the CAS2 descriptor

• put CAS2 plugin into the authentication chain

In order to configure CAS2 Auth, you need to create an XML configuration file into
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config

Here is a sample file named CAS2-config.xml.


<component name="MyAPP.Cas2SSO">
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<require>org.nuxeo.ecm.platform.login.Cas2SSO</require>
<!-- configure you CAS server parameters -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="authenticators">
<authenticationPlugin
name="CAS2_AUTH">
<loginModulePlugin>Trusting_LM</loginModulePlugin>
<parameters>
<parameter name="ticketKey">ticket</parameter>
<parameter name="appURL">http://127.0.0.1:8080/nuxeo/nxstartup.faces</parameter>
<parameter name="serviceLoginURL">http://127.0.0.1:8080/cas/login</parameter>
<parameter name="serviceValidateURL">http://127.0.0.1:8080/cas/serviceValidate</parameter>
<parameter name="serviceKey">service</parameter>
<parameter name="logoutURL">http://127.0.0.1:8080/cas/logout</parameter>
</parameters>
</authenticationPlugin>
</extension>
<!-- Include CAS2 into authentication chain -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>

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<plugin>BASIC_AUTH</plugin>
<plugin>CAS2_AUTH</plugin>
</plugins>
</authenticationChain>
</extension>
</component>

Tip: If while authenticating on the CAS server you get in the logs the following exception, it simply means that
the user JOEUSER does not exist in the Nuxeo directory and does not mean that the CAS process is not
working.
ERROR [org.nuxeo.ecm.platform.login.NuxeoLoginModule] createIdentity failed
javax.security.auth.login.LoginException: principal JOEUSER does not exist
at org.nuxeo.ecm.platform.login.NuxeoLoginModule.createIdentity(NuxeoLoginModule.java:304)
at org.nuxeo.ecm.platform.login.NuxeoLoginModule.validateUserIdentity(NuxeoLoginModule.java:362)
at org.nuxeo.ecm.platform.login.NuxeoLoginModule.getPrincipal(NuxeoLoginModule.java:216)
at org.nuxeo.ecm.platform.login.NuxeoLoginModule.login(NuxeoLoginModule.java:271)
at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
at java.lang.reflect.Method.invoke(Method.java:585)
at javax.security.auth.login.LoginContext.invoke(LoginContext.java:769)
at javax.security.auth.login.LoginContext.access$000(LoginContext.java:186)
at javax.security.auth.login.LoginContext$4.run(LoginContext.java:683)
at java.security.AccessController.doPrivileged(Native Method)
at javax.security.auth.login.LoginContext.invokePriv(LoginContext.java:680)
at javax.security.auth.login.LoginContext.login(LoginContext.java:579)
at org.nuxeo.ecm.platform.ui.web.auth.NuxeoAuthenticationFilter.doAuthenticate(NuxeoAuthenticationFilter

13.3.3.3.2. PROXY_AUTH: Proxy based Authentication


This plugin assumes Nuxeo is behind a authenticating reverse proxy that transmit user identity using HTTP
headers. This modules has be used on projects that uses a apache reverse proxy using client certificates to
authenticate. SSO system (Central Authentication System V2):

To install this authentication plugin, you need to:


• download the nuxeo-platform-login-mod_sso plugin

• put it in $JBOSS_HOME/server/default/deploy/nuxeo.ear/plugins and restart the server

• configure the plugin via an XML descriptor

• put the plugin into the authentication chain

In order to configure this plugin, you need to create an XML configuration file into
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config

Here is a sample file named proxy-auth-config.xml.


<component name="MyAPP.Mod_sso">
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<require>org.nuxeo.ecm.platform.login.Proxy</require>
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="authenticators">
<authenticationPlugin
name="PROXY_AUTH">
<loginModulePlugin>Trusting_LM</loginModulePlugin>
<parameters>
<!-- configure here the name of the http header that is used to retrieve user identity -->
<parameter name="ssoHeaderName">remote_user</parameter>
</parameters>
</authenticationPlugin>
</extension>
<!-- Include Proxy Auth into authentication chain -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>
<!-- Keep basic Auth at top of Auth chain to support RSS access via BasicAuth -->
<plugin>BASIC_AUTH</plugin>
<plugin>PROXY_AUTH</plugin>

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</plugins>
</authenticationChain>
</extension>
</component>

13.3.3.3.3. NTLM_AUTH: NTLM and IE challenge/response authentication


This plugin uses JCIFS to handle NTLM authentication.

This plugging was partially contributed by Nuxeo EP users and has been reported to work by several users.

If you have troubles with latest version of IE on POST requests, please see JCIFS instructions on that
(http://jcifs.samba.org/src/docs/ntlmhttpauth.html#post).

To install this authentication plugin, you need to :


• download the nuxeo-platform-login-ntlm plugin

• put it in $JBOSS_HOME/server/default/deploy/nuxeo.ear/plugins and restart the server

• configure the plugin via an XML descriptor

• put the plugin into the authentication chain

In order to configure this plugin, you need to create an XML configuration file into
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config

Here is a sample file named ntlm-auth-config.xml.


<component name="MyAPP.NTLM">
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<require>org.nuxeo.ecm.platform.login.NTLM</require>
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="authenticators">
<authenticationPlugin
name="NTLM_AUTH">
<loginModulePlugin>Trusting_LM</loginModulePlugin>
<parameters>
<!-- Add here parameters for you domain, please ee http://jcifs.samba.org/src/docs/ntlmhttpauth.html
<parameter name="jcifs.http.domainController">MyControler</parameter>
-->
</parameters>
</authenticationPlugin>
</extension>
<!-- Include NTLM Auth into authentication chain -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>
<plugin>BASIC_AUTH</plugin>
<plugin>NTLM_AUTH</plugin>
<plugin>FORM_AUTH</plugin>
</plugins>
</authenticationChain>
</extension>
</component>

13.3.3.3.4. PORTAL_AUTH: SSO implementation for portal clients


This plugin provides a way to handle identity propagation between an external application and Nuxeo. It was
coded in order to propagate user identify between a JSR168 portal and a Nuxeo server. See the
Nuxeo-Http-client-library for more information.

To install this authentication plugin, you need to :


• download the nuxeo-platform-login-portal-sso plugin

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• put it in $JBOSS_HOME/server/default/deploy/nuxeo.ear/plugins and restart the server

• configure the plugin via an XML descriptor

• put the plugin into the authentication chain

In order to configure this plugin, you need to create an XML configuration file into
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config

Here is a sample file named portal-auth-config.xml.


<component name="MyAPP.postal_sso">
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<require>org.nuxeo.ecm.platform.login.Portal</require>
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="authenticators">
<authenticationPlugin
name="PORTAL_AUTH">
<loginModulePlugin>Trusting_LM</loginModulePlugin>
<parameters>
<!-- define here shared secret between the portal and Nuxeo server -->
<parameter name="secret">nuxeo5secretkey</parameter>
<parameter name="maxAge">3600</parameter>
</parameters>
</authenticationPlugin>
</extension>
<!-- Include Portal Auth into authentication chain -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>
<!-- Keep basic Auth at top of Auth chain to support RSS access via BasicAuth -->
<plugin>BASIC_AUTH</plugin>
<plugin>PORTAL_AUTH</plugin>
<plugin>FORM_AUTH</plugin>
</plugins>
</authenticationChain>
</extension>
</component>

13.3.3.3.5. ANONYMOUS_AUTH: Anonymous authentication plugin


This plugin provides anonymous authentication. Users are automatically logged as a configurable Anonymous
user. This modules also includes additional actions (to be able to login when already logged as Anonymous)
and a dedicated Exception handling (to automatically redirect Anonymous users to login screen after a security
error).

To install this authentication plugin, you need to :


• download the nuxeo-platform-login-anonymous plugin

• put it in $JBOSS_HOME/server/default/deploy/nuxeo.ear/plugins and restart the server

• configure the plugin via an XML descriptor (define who the anonymous user will be)

• put the plugin into the authentication chain

In order to configure this plugin, you need to create an XML configuration file into
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config

Here is a sample file named anonymous-auth-config.xml.


<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.login.anonymous.config">
<!-- Make sure these components are read first -->
<require>org.nuxeo.ecm.platform.ui.web.auth.defaultConfig</require>
<require>org.nuxeo.ecm.platform.login.anonymous</require>
<!-- Add an Anonymous user -->

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<extension target="org.nuxeo.ecm.platform.usermanager.UserService"
point="userManager">
<userManager>
<users>
<anonymousUser id="Guest">
<property name="firstName">Guest</property>
<property name="lastName">User</property>
</anonymousUser>
</users>
</userManager>
</extension>
<!-- Override the default authentication chain present in
nuxeo-platform-ui-web to add ANONYMOUS_AUTH. -->
<extension
target="org.nuxeo.ecm.platform.ui.web.auth.service.PluggableAuthenticationService"
point="chain">
<authenticationChain>
<plugins>
<plugin>BASIC_AUTH</plugin>
<plugin>ANONYMOUS_AUTH</plugin>
<plugin>FORM_AUTH</plugin>
</plugins>
</authenticationChain>
</extension>
</component>

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Chapter 14. Security Policy Service

14.1. Introduction
The Security Service provides an extension point to plug custom security policies that do not rely on the
document security settings. For instance, it can be used to define permissions according to the document
metadata, or to the logger user information.

14.2. Architecture
Policies are set in two places:

• in the core where custom checks of permission can be performed before resolving the document security
using its ACP.

• in the search where the query can be patched with custom constraints before processing it.

Policies are checked in the order given as a parameter when registering them.

On the core side, they are used when checking permissions: they can grant or deny access, in case following
policies - as well as the default security check relying on the ACP set on the document - will be ignored. They
can also return an undefined access, in case following policy checks will continue.

When defining a custom policy for the Read permission, queries to the search service have to be adapted to
have the same constraints: otherwise some queries will not return documents that the user can see, or will return
documents that the user cannot see. Search policies are used when performing any search.

These policies are set on different services and follow different interfaces. When deploying on multi machines
environment, where search and core may be hosted on different machines, the core and search policies will
have to be deployed on the corresponding machine.

14.3. Policy contributions

14.3.1. Core policy contribution


To register a core security policy, you need to write a contribution specifying the class name of your
implementation.

Example 14.1. Sample core security policy contribution

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.core.securityPolicy.accessLevelContrib">
<extension target="org.nuxeo.ecm.core.security.SecurityService"
point="policies">
<policy name="accessLevel"
class="org.nuxeo.ecm.core.security.AccessLevelSecurityPolicy" order="0" />
</extension>
</component>

Here is a sample contribution: core policies have to follow the org.nuxeo.ecm.core.security.SecurityPolicy


interface.

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public class AccessLevelSecurityPolicy extends AbstractSecurityPolicy {


public Access checkPermission(Document doc, ACP mergedAcp,
Principal principal, String permission,
String[] resolvedPermissions, String[] additionalPrincipals) {
Access access = Access.UNKNOWN;
try {
if (principal instanceof NuxeoPrincipal) {
DocumentModel userModel = ((NuxeoPrincipal) principal).getModel();
if (userModel != null) {
Long accessLevel = (Long) userModel.getPropertyValue("user:accessLevel");
Long securityLevel = (Long) doc.getPropertyValue("sp:securityLevel");
if (accessLevel < securityLevel) {
access = Access.DENY;
}
}
}
} catch (Exception e) {
}
return access;
}
}

Here a specific check is done on all documents, regardless of the permission being checked. A property on the
document (securityLevel) is checked against a property set on the user model (accessLevel).

Note that the "unknown" access is returned when the policy should not interfere with the standard security
check.

14.3.2. Search policy contribution


The search policy can be registered in the same way than a cor security policy. Search policies have to follow
the org.nuxeo.ecm.core.security.SecurityPolicy interface, and implement methods that will return query
transformers.

Here is a sample contribution:


public class NoFileSecurityPolicy extends AbstractSearchPolicy {
public Access checkPermission(Document doc, ACP mergedAcp,
Principal principal, String permission,
String[] resolvedPermissions, String[] additionalPrincipals) {
if (doc.getType().getName().equals("File")) {
return Access.DENY;
}
return Access.UNKNOWN;
}
@Override
public boolean isExpressibleInQuery() {
return true;
}
/**
* Transformer that adds {@code AND ecm:primaryType <> 'File'} to the query.
*/
public static class NoFileTransformer implements Transformer {
public static final Predicate NO_FILE = new Predicate(new Reference(
"ecm:primaryType"), Operator.NOTEQ, new StringLiteral("File"));
public SQLQuery transform(SQLQuery query) {
WhereClause where = query.where;
Predicate predicate;
if (where == null || where.predicate == null) {
predicate = NO_FILE;
} else {
predicate = new Predicate(NO_FILE, Operator.AND,
where.predicate);
}
SQLQuery newQuery = new SQLQuery(query.select, query.from,
new WhereClause(predicate), query.groupBy, query.having,
query.orderBy, query.limit, query.offset);
return newQuery;
}
}
public static final Transformer NO_FILE_TRANSFORMER = new NoFileTransformer();
@Override
public Transformer getQueryTransformer() {
return NO_FILE_TRANSFORMER;
}

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As a check is done on the core side regardless of the permission, it will also apply for the "Read" permission
which is checked when navigating to a document. Without this policy, searches would return documents that
the user may not be able to see, and would generate a security exception when the user clicks on the document
link.

The same checks here are performed on the core and added as constraint to the search query.

For additional information about NXQL queries, please refer to the Section 11.3, “Programmatic Searching”
section.

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Chapter 15. Workflow & jBPM

15.1. Workflow in Nuxeo 5.1

15.1.1. Deploying process definitions


A workflow definition is designed for a given workflow engine backend and not for the Nuxeo workflow
service itself. Nuxeo workflow doesn't specify a new process definition language. Thus it has no Nuxeo
specificities speaking of format or process definition language. For instance, if you use jBPM as a backend with
Nuxeo 5 then the workflow definition should be a standard jpdl file that you may have designed using your
favorite editor or still if you are using Shark as a backend then the workflow definition will be a standard
WFMC process definition.

Once your workflow definition has been designed and is ready you can deploy it in Nuxeo workflow. Of
course, the target workflow engine backend plugin should be deployed and registered against the workflow
service.

15.1.1.1. Using extension points

The Nuxeo workflow service provides a dedicated extension point for workflow definition deployment. The
extension point is called definition.

In this case, the workflow definition will be deployed at application server deployment time (For now, this is
the case when the application server is starting up since hot deployment is not yet possible using Nuxeo
Runtime at the time of writing this document).It means this way of deploying workflow definition is not
suitable for all cases. See the next subsections for other ways of deploying workflow definitions.

Below is an example of a jPDL workflow definition contribution for the jBPM backend. This XML fragment
would be defined in a contribution registered as a component in a bundle:
<?xml version="1.0"?>
<component name="com.company.workflow.sample.contributions">
<extension target="org.nuxeo.ecm.platform.workflow.service.WorkflowService"
point="definition">
<definition>
<engineName>jbpm</engineName>
<mimetype>text/xml</mimetype>
<definitionPath>workflows/process_definition.xml</definitionPath>
</definition>
</extension>
</component>

• engineName: name specified for the target backend at workflow service registration time (see workflow
service backend extension point)

• mimetype: mimetype of the workflow definition. This is especially interesting in case of the format is
binary. (serialization issue at deployment time)

• definitionPath: bundle relative path of the workflow definition to deploy.

In this situation here is how would look the tree:

com.company.workflow /
META-INF /
workflows /
process_definition.xml
MANIFEST.MF
OSGI-INF /
workflow-definitions-contrib.xml

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15.2. Workflow from Nuxeo 5.2: the jBPM Service

15.2.1. Introduction
Nuxeo jBPM Service is a task and work flow management service based on jBPM. One can use this service
without knowledge of jBPM, but for any advance use a good knowledge is necessary, please refer to jBPM
documentation .

The service provides:


• an easy way to deploy process definitions (see Section 15.2.2.5, “deployer extension point”)

• 2 abstract classes to test process definition and the jBPM service using those definitions (see
Section 15.2.5.4, “How to test a process ?”)

• A set of convention to facilitate manipulation of documents (see Section 15.2.3, “Document


management”)

• Helpers class to create ActionHandler, AssignmentHandler, DecisionHandler and TaskControllerHandler


that interact with repository, user manager and documents. (see Section 15.2.3, “Document
management”)

• A set of hibernate queries that optimize queries on documents. (see Section 15.2.5.1, “How to optimize
jBPM service ?”)

• 2 default workflows for document validation. (see Section 15.2.4, “Default processes”)

15.2.2. jBPM service configuration

15.2.2.1. Event and Notification

jBPM can be used for different use cases. The default Nuxeo contributions uses it as a simple workflow
management on a single document. You could use it for complex BPM, SOA orchestration or pageflow
management. All those different uses make it impossible to send meaningful event at the service level.

So we let the responsibility of sending event to the user of the jBPM service. It is the responsibility of the user
of the service to send event .

For example, the default workflow will send a workflowStart event when the user presses the 'Start Workflow'
button. (However, the jBPM process has already started and 2 tasks have already been completed at this stage).
The default workflow also sends event (workflowTaskAssign) when a task is assigned to a pooled actors (This
is not considered a task assignment for jBPM) and send a mail to each pooled actor.

If you use jBPM for workflow management on documents, we recommend that you use the event named in
JbpmEventNames. You can check the default workflow, the TaskNotificationHandler or the JbpmActionsBean
for code that sends event.

15.2.2.2. jBPM Job Executor

jBPM uses a JobExecutor to run asynchronous node and timer. The default Nuxeo configuration does not use
nor start a JobExecutor. However, from version 5.3.1, it comes bundle with a JobExecutor. To start the
JobExecutor when Nuxeo starts, you need to set the property "org.nuxeo.ecm.platform.jbpm.startJobExecutor"
to true in any of the *.properties in nuxeo.ear/config.

They are 2 differences between the default jBPM JobExecutor and Nuxeo's JobExecutor. Firstly, Nuxeo's uses
a transaction to run jobs. Secondly, Nuxeo's notifies the event service so asynchronous event thrown from a job
will be handle correctly.

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15.2.2.3. configurationPath and activeConfiguration extension points

Nuxeo configures jBPM in 2 steps . First, it creates named configurations using configurationPath extension
point, such as:
<extension
target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="configurationPath">
<configuration name="prod" path="config/jbpm.cfg.xml" />
</extension>

Finally, it gives the configuration to use:


<component
name="org.nuxeo.ecm.platform.jbpm.core.ActiveConfiguration">
<extension target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="activeConfiguration">
<configuration name="prod" />
</extension>
</component>

From version 5.3, the default activeConfiguration is 'runtime'. This is not the name of a configuration that was
contributed. It is a keyword meaning that the configuration name will be chosen at runtime. The workflow
service comes bundle with different configuration (jboss, jetty ...).

'runtime' configuration name.


From version 5.3, the runtime configuration name is a keyword for an activeConfiguration and
should not be used as a configuration name.

If you want to use a different configuration you just need to overwrite the
org.nuxeo.ecm.platform.jbpm.core.ActiveConfiguration component.

The default configuration uses a transactional persistent service. It also adds to the default hibernate
configuration a nuxeo.hibernate.queries.hbm.xml file with nuxeo's specific queries.

Production settings
The default hibernate configuration, referenced in jbpm.cfg.xml, is not for production. For
production, you should comment out the 'hibernate.hbm2ddl' property. You also should ask your
DBA to finalize your database schema for your target database (Derby should not be used in
production).

15.2.2.4. processDefinition extension point

To contribute a new process definition, contribute to the processDefinition extension point by giving the
definition path relative to the root of the package and the name of the deployer.

The default contribution is:


<extension target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="processDefinition">
<processDefinition path="process/parallel-review.xml" deployer="nuxeoProperties" />
<processDefinition path="process/validation-review.xml" deployer="nuxeoProperties" />
</extension>

15.2.2.5. deployer extension point

jBPM needs to keep all process definition versions in persistent storage, so a process may finish with the same
definition it started with. When Nuxeo starts, the jBPM service needs to know if a process definition is to be
deployed as a new version. The Deployer is responsible for process definition deployment, you choose how

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processes are deployed by choosing a Deployer.

The service comes with 3 Deployers:


ifChanged
This deployer is depreacated and shouldn't be used (see https://jira.nuxeo.org/browse/NXP-4650

nuxeoProperties
This deployer will deploy a process definition unless the property
'org.nuxeo.ecm.platform.jbpm.deployProcessDefinition' is set to false in nuxeo.properties. It is
recommended to use it, and set the property to false after the process have been deployed (when a server is
restarted but after all process definition have been used once).

never
This deployer never deploys a process definition.

always
This deployer always deploys a process definition.

You can contribute to new Deployer by contributing to the deployer extension-point. The contributed class
needs to implement the ProcessDefinitionDeployer interface. It can also extend the
AbstractProcessDefinitionDeployer that provides some helpers method.

The default contribution is:


<extension target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="deployer">
<deployer name="always"
class="org.nuxeo.ecm.platform.jbpm.core.deployer.AlwaysDeployer" />
<deployer name="never"
class="org.nuxeo.ecm.platform.jbpm.core.deployer.NeverDeployer" />
<deployer name="ifChanged"
class="org.nuxeo.ecm.platform.jbpm.core.deployer.IfChangedDeployer" />
<deployer name="nuxeoProperties"
class="org.nuxeo.ecm.platform.jbpm.core.deployer.NuxeoPropertiesDeployer" />
</extension>

15.2.2.6. securityPolicy extension point

The security extension point allows to contribute a security policy to a process definition. This security policy
is used in the document related methods of the JbpmService.

The default contribution is:


<extension target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="securityPolicy">
<securityPolicy
class="org.nuxeo.ecm.platform.jbpm.core.service.DefaultJbpmSecurityPolicy"
for="review_parallel" />
<securityPolicy
class="org.nuxeo.ecm.platform.jbpm.core.service.DefaultJbpmSecurityPolicy"
for="review_approbation" />
</extension>

This class follows the JbpmSecurityPolicy interface, and is used to define who is allowed to edit the process
(administrator or initiator). Other permissions (who is allowed to add some reviewers for instance) is left out to
the interface.

15.2.2.7. typeFilter extension point

The typeFilter extension point allows to bind process definition to a type of document. This is used in the
default 'Workflow' tab to show what choices to offer to the user.

The default contribution is:

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<extension target="org.nuxeo.ecm.platform.jbpm.core.JbpmService"
point="typeFilter">
<type name="Note">
<processDefinition>review_parallel</processDefinition>
<processDefinition>review_approbation</processDefinition>
</type>
<type name="File">
<processDefinition>review_parallel</processDefinition>
<processDefinition>review_approbation</processDefinition>
</type>
</extension>

15.2.3. Document management


The jBPM service provides a set of methods to interact with a single document. We use a simple convention to
attach a document to a process instance. 2 variables are added to the process instance:
documentId
The id of the document.

documentRepositoryName
The name of the document's repository.
The VariableName enum on the JbpmService names the different variables.

The abstract class AbstractJbpmHandlerHelper implements ActionHandler, AssignmentHandler,


DecisionHandler and TaskControllerHandler. It provides useful methods when dealing with document and
repository.

15.2.4. Default processes

15.2.4.1. The parallel review workflow

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Description

Start state
When the process is started, 3 variables are added to the process: the document id and the repository name
variable, the transition to follow( endLifecycleTransition variable). A start state task is also created to
capture the initiator actor id. It is retrievable afterward as the 'initiator' swimlane.

Choose participants node


A task is created for the initiator. At the end of this task a 'participants' variable is added to the process. It is
a list with one item per participant.

Set up rights
This is an action node. The process sets up the rights on the document so all participants can read it.

for each participant node


It uses an action node defined in the Nuxeo jBPM service. It creates a child token for each item of the list
given as parameter in the process definition. In this case, a child token is created for each participant. On
each child token, a variable named participant will hold the participant.

validate node
A task for the participant. If it is rejected, adds a variable named 'rejected' to the process. (The process is
therefore considered rejected if only one participant rejects it)

join
A normal jBPM join. Waits for all participants to finish their tasks before resuming.

do follow transition
A decision node that checks if there is a 'rejected' variable. If there is, go to end. Otherwise go to follow
transition node.

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follow transition
The attached document follows the named transition

15.2.4.2. The validation review workflow

Description

start state
Same as for the parallel review process.

choose participants
Same as for the parallel review process.

Condition on participants
Check if there is an item in the participants list. If there isn't, then go to follow transition. Otherwise go to
set up rights. Remove the first item of 'participants' list and put it in the participant variable. In any case,
remember the previous participant in the previousActorId variable (the initiator if no previous participant).

Setup rights
Makes the document readable to the participants

validate node
Create a task for participant. If she validates, then go to condition on participants otherwise to validate after
reject node.

validate after reject node


Create a task for previousActorId user. She has to validate the node.

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follow transition
The document follows the transition set in the transition variable.

15.2.5. Nuxeo jBPM How-to

15.2.5.1. How to optimize jBPM service ?

The jBPM service methods on documents use the jBPM API. To find task related to a document it iterates over
all the tasks and checks its variables.

If you have a lot of tasks, such a behavior can be too costly. We recommend in such a case to create a hibernate
query and to call this query from your own jbpmOperation object. The module nuxeo-platform-jbpm-core
comes with a nuxeo.hibernate.queries.hbm.xml that you can use. If you create your own query file, you
need to add it in the hibernate configuration file.

If you need to query on property of the attached document, you can optimize the query by directly using the
repository (this is valid only when using the sql backend). You need to create a class to map to the schema you
want to query and add the hibernate annotation, you'll then be able to create a hbm query using the schema.
You need to keep in mind that hibernate or the repository could be caching data, using such queries should be
used carefully.

15.2.5.2. How to use jBPM as a task management service ?

The jBPM service can also be used as a simple task management service. The publication service uses it that
way. It creates a task when someone needs to validates a publishing request. There is no process instance
attached to it (but still a document attached to the task).

The code to create a task is:


TaskInstance ti = new TaskInstance();
ti.setPooledActors(new String[]{"some", "actors"});
Map<String, Serializable> variables = new HashMap<String, Serializable>();
variables.put(JbpmService.VariableName.documentId.name(), document.getId());
variables.put(JbpmService.VariableName.documentRepositoryName.name(), document.getRepositoryName());
ti.setVariables(variables);
ti.setName("my task");
ti.setCreate(new Date());
jbpmService().saveTaskInstances(Collections.singletonList(ti));

15.2.5.3. How to clean the database ?

jBPM keeps all tasks, processes and definitions in the database. If you don't need to keep an history of the
processes, you have two ways to delete unwanted data.

You can use the event service to call the deleteProcess on all finished process periodically (Note: the default
process in Nuxeo finishes only when all tasks are finished).

You can run a SQL procedure at the database level to remove the ended process and attached tasks.

15.2.5.4. How to test a process ?

Testing a process is done in two steps. The first step is to test the process definition itself. The second is to test
the use of the process definition by the jbpm service and your other methods.

To test a process definition, you can extend the AbstractProcessDefinitionTest and implement the
getProcessDefinitionResource() methods. It should return the path of the process definition. You can then use
the jbpmContext variable to interact with the process definition. You might have trouble if one of your action
requests some of Nuxeo services. If your handlers extend the AbstractJbpmHandlerHelper, you can surround
the logic inside a if(nuxeoHasStarted()){....}. This way no nuxeo services will be called inside unit test without
services.

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If you want to test a process definition and its interaction with nuxeo service, you can have a look at
JbpmServiceTest. It creates a repository, deploys the user manager service and the sql directory.

15.2.5.5. How do I add a new workflow to a type of document

To add a new worfklow you need to follow these step:


• Create a new process definition and register it using the processDefinition extention point.

• Add a security policy and a type filter using the securityPolicy and typeFilter extention point.

• If you want to see your process on a new type of document, you need to add the JBPM_TAB to you type
of document.

• Create the xhtml file that will show the process and different tasks. You need to add a xhtml file that
would be named the-name-of-your-process.xhtml and add new xhtml file if you create new type of task.

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Chapter 16. Document Versioning

16.1. Setting the version of a document


The versioning information are stored in the DocumentModel under the fields major_version and
minor_version of the uid.xsd schema. Set the version as you would any other field:
documentModel.setProperty("uid","major_version",1);
documentModel.setProperty("uid","minor_version",1);

The field used for version is adaptable via the properties extension point of the
org.nuxeo.ecm.platform.versioning.service.VersioningService component. It allows to define which
properties should be used to set versions for a given document type.
<versioningProperties>
<majorVersion>my:major_version</majorVersion>
<minorVersion>my:minor_version</minorVersion>
<documentType>File</documentType>
<documentType>Note</documentType>
</versioningProperties>

16.2. Modifying automatically the version of a document


Event such as saving a document or following a life cycle transition can change the document's version number.
To use this feature you need first to define which event should be listened to and then how the version number
should behave.

The CoreEventListenerService is used to define which event to listen to. The default declaration is in
nuxeo-platform-versioning-core:

<listener name="versioninglistener"
class="org.nuxeo.ecm.platform.versioning.listeners.DocVersioningListener">
<eventId>lifecycle_transition_event</eventId>
<eventId>documentCreated</eventId>
<eventId>beforeDocumentModification</eventId>
<eventId>documentUpdated</eventId>
<eventId>documentRestored</eventId>
</listener>
<listener name="versioningChangelistener"
class="org.nuxeo.ecm.platform.versioning.listeners.VersioningChangeListener" />

The class org.nuxeo.ecm.platform.versioning.listeners.DocVersioningListener implements the


behavior of the versioning when those events happen.

To modify the version of a document when a life cycle state is reach you need to define rules with the
behavior(increment major, minor or do nothing) using the extension rules from
org.nuxeo.ecm.platform.versioning.service.VersioningService:

<versioningRuleEdit name="sampleEditRuleProject" action="ask_user"


lifecycleState="project">
<option value="no_inc" default="true" />
<option value="inc_minor" />
<option value="inc_major" />
</versioningRuleEdit>

The default behavior for all type but File and Note is to increase the minor version for each life cycle change.
You need to override one of the default rules if you add a new type. The order is important, the list of rules is
read and the first match is used.
<versioningRuleEdit name="sampleEditRuleAnyState" action="ask_user"
lifecycleState="*">
<includeDocType>File</includeDocType>
<includeDocType>Note</includeDocType>
<includeDocType>MyNewType</includeDocType>
<option value="no_inc" default="true" />

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<option value="inc_minor" />


<option value="inc_major" />
</versioningRuleEdit>

16.3. Accessing document from previous version


The CoreSession or the seam component documentVersioning and versionedActions allow to access
document from previous version. On CoreSession, the method getVersions return all the versions of a
document.

16.4. The versioning service implementation


The versioning service manages the version inside Nuxeo. Two implementations are available:
• The custom Nuxeo service, more flexible and used by default

• The default JackRabbit implementation.


To modify this setting edit the file config/default-versioning-config.xml:
<!--property name="versioningService" value="org.nuxeo.ecm.core.repository.jcr.versioning.JCRVersioningService"/
<property name="versioningService" value="org.nuxeo.ecm.core.versioning.custom.CustomVersioningService"/>

This section shows how to use the versioning module, how to modify the version of a document automatically
or manually and how to use a document from a previous version.

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Chapter 17. Audit Service

17.1. Introduction
Audit service is used for logging and retrieving audit data into a datastore. Audit data are mainly coming from
events.

17.2. Features
The audit service is logging creation/deletion/modification events. It is also possible to configure the service to
log other events. For example, there is an addon, called nuxeo-platform-audit-web-access, that log web access.

17.3. Architecture
Audit service is mainly a datastore service. It defines a data record structure that will be used for storing audit
information. The datastore is built over a relational database backend. The data record structure is defined in
Java by the LogEntry and ExtendedInfo java classes. They are mapped onto the datastore using JPA (Java
Persistence API) annotations. Audit service receive events from the Event service. Then the Audit service is
filtering and converting them into log entries. The LogEntry class is mainly obtained from the
DocumentMessage event type. Audit entries may also contain extended informations. These informations are
extracted from the event message using EL (Expression Language) expression and stored into a map.

Note
Extended information map is a feature that is available since the 5.2 release. Prior releases was
achieving extension by introducing specialized LogEntry types and OR mappings.

17.4. Retrieving entries


The following java snipset shows you how to retrieve entries associated with a document
..
DocumentModel document = ...
NXAuditEventService audit = Framework.getService(NXAuditEventService.class);
List<LogEntry> entries = audit.getLogEntriesFor(document.getDocUUID());
..

You can also select entries using HQL language. The following snipset shows you how to retrieve entries for a
whole document hierarchy having a dublincore title.

Note
an extended information should be contributed to the audit service, extracting the dublincore title
property from the document and storing it in the extended information map using the 'title' key.

..
NXAuditEventService audit = Framework.getService(NXAuditEventService.class);
List<LogEntry> entries = audit.nativeQueryLogs(
"log.docPath like '/somefolder/%' and" +
"log.extendedInfos['title'] is not null", 1, 10);
..

You may need to add some information to the audit datastore. Sending a core event is not the only way. You
can invoke directly the audit service. The following java code snipset shows you how to do that.

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..
NXAuditEventService audit = Framework.getService(NXAuditEventService.class);
LogEntry entry = new LogEntry();
..
entry.setXXX(...);
..
audit.addLogEntry(entry);
..

17.5. Contributing the audit service

17.5.1. Recording new events types


Logging other event types can be done by using an event extension point. Here is an example of how to define
this extension point.
<extension point="event"
target="org.nuxeo.ecm.platform.audit.service.NXAuditEventsService">
<event name="documentCreated" />
<event name="documentCreatedByCopy" />
<event name="documentDuplicated" />
<event name="documentMoved" />
<event name="documentRemoved" />
<event name="documentModified" />
<event name="documentLocked" />
<event name="documentUnlocked" />
<event name="documentPublished" />
<event name="documentSecurityUpdated" />
<event name="documentUnPublished" />
<event name="documentSubmitedForPublication" />
<event name="documentPublicationRejected" />
<event name="documentPublicationApproved" />
<event name="lifecycle_transition_event" />
</extension>

17.5.2. Recording additional informations


Just after converting received DocumentMessage instance into the corresponding LogEntry instance, Audit
service allows you to extract information from the handling context and to store them. To do this, you have to
define an EL expression and associate it with a key. You can access to the following variables :
message
Document message describing the event

source
Document from which the event is from

principal
Identity of the event owner

The following XML snipset is an example of how to extract properties from the document model and store
them into the extended information map.
<extension point="extendedInfo"
target="org.nuxeo.ecm.platform.audit.service.NXAuditEventsService">
<extendedInfo expression="${source.dublincore.title}" key="title" />
<extendedInfo expression="${message.cacheKey}" key="key" />
<extendedInfo expression="${principal.name}" key="user" />
</extension>

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Chapter 18. Tag Service

18.1. Introduction
Tag service is providing the backbone of the tagging feature. The tags are keywords applied as metadata on
documents reflecting the user opinion about that document. The tags are either categorizing the content of the
document (labels like "document management", "ECM", "complex Web application", etc. can be thought as
tags for Nuxeo), or they reflect the user feeling ("great", "user friendly", "versatile", etc.).

18.2. Features
The tag service allows to:
• create tags

• retrieve tags

• apply tag on a document

• list tags applied on a document

• list documents tagged with a label

• remove the link between a tag and a document

• retrieve the popular clouds

• retrieve the vote clouds

The service is available as remote service also. The EJB interface allows acquiring it over the network.

18.3. Architecture
Few types of objects are defined while working with tag service.

"Tag" is a new document type following the standard Nuxeo document approach. The schemes used are the
usual ones (dublincore, common) and further a specific one containing the label and private flag. The tags can
be stored anywhere, or they can be stored in a dedicated root tag folder. Tags are folderish, so they can be
stored one under other, making possible creating categories of tags.

"Tagging" is an entity residing in a new table called NXP_TAGGING. This table is basically a link table
storing the id of the tag document, the id of the target document (the document on which the tag was applied),
the owner of the tagging (user which established the link), the private flag.

The owner of the tagging allows to select the tagging created by a specific user, so it is possible to allow
deletion of a tagging only if the user actual owns that tagging. This means someone could not delete a not
owned tagging (of course, the administrators can do that). Of course, this is higher level application decision,
the tag service only allows such approach.

The API exports the tags as a DTO containing the label and id of the tag. Also, WeightedTag extends the Tag
to provide the weight of the tag for the requested clouds. The clouds are provided as simple lists of
WeightedTags. The service computes 2 types of clouds: vote cloud and popular cloud.

The cloud represents the visual representation of the distribution of tags around a domain. A domain can be
anything, form a simple document to a workspace or even entire repository. Usually 2 types of clouds can be
defined: “vote” and “popularity”. The first is counting how many times a tag was applied on a document by
different users (votes), while the second counts how many documents in a particular domain were tagged with a

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particular tag, aiming to measure the tag popularity in a domain.

Let's have an example: have domain WorkspaceA with 2 documents Doc1 and Doc2. The tag tagX is applied
by 3 different users on Doc1, tagY is applied by 5 different users on Doc2, tagZ is applied once on Doc1 and
once on Doc2. Also, tagX was applied twice on WorkspaceA. The tag clouds would be:
• "vote" on Doc1: tagX - 3, tagZ - 1

• "popularity" on Doc1: tagX - 1, tagZ - 1

• "vote" on Doc2: tagY - 5, tagZ - 1

• "popularity" on Doc2: tagY - 1, tagZ - 1

• "vote" on WorkspaceA: tagX - 2

• "popularity" on WorkspaceA: tagX - 2, tagZ - 2, tagY - 1

There is a third less used tag cloud: the number of times the tag appears in the content of an item. This would
be harder to implement (the content needs to be interpreted) and apparently less used. Indeed, to apply a tag
like * "interesting", or "misleading" don't need that these terms appear in the article.

The underlying operations in DB are performed through JPA accessing directly the Nuxeo default DB
repository. This was selected for performance and usability. The configuration of DB connector has to be
supplied through datasource configuration file nxtags-ds.xml.

Note
The properties have to follow identically the default Nuxeo repository configuration.

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Chapter 19. Directories and Vocabularies

19.1. Introduction
TODO OG - General overview of the directory concept and goals

19.2. Directory with a Relational Database Management System


(SQL) server as backend
The SQL server as storage backend is provided by org.nuxeo.ecm.directory.sql.* component.
<component name="org.nuxeo.ecm.directory.sql.storage">
<implementation class="org.nuxeo.ecm.directory.sql.SQLDirectoryDescriptor" />
<require>org.nuxeo.ecm.directory.sql.SQLDirectoryFactory</require>
<extension target="org.nuxeo.ecm.directory.sql.SQLDirectoryFactory"
point="directories">
<directory name="userDirectory">
<schema>user</schema>
<dataSource>java:/nxsqldirectory</dataSource>
<table>users</table>
<idField>username</idField>
<passwordField>password</passwordField>
<autoincrementIdField>false</autoincrementIdField>
<dataFile>users.csv</dataFile>
<createTablePolicy>on_missing_columns</createTablePolicy>
<querySizeLimit>15</querySizeLimit>
</directory>
</extension>
</component>

This code declares a directories node which defines a directory of users or of groups. The following
information are given to describe the directory:
• name: name of the server which will be used in the declaration of the directories

• schema: name of the schema describing the user attributes in the directory

• dataSource: type of storage for the directory. In this example, the HSQLDB is used. Other RDBMS like
PostgreSQL can be used to store the datas by changing the local datasource.

• table: name of the table in which the data will be stored

• idField: the id field designs the primary key in the table, used for retrieving entries by id

• password: field from the table which contain the passwords, relative to the identifier

• autoincrementIdField: boolean value which tells if the idField is automatically incremented - this value is
most of the time at false, because the identifier is a string.

• dataFile: file from which data are getting to populate the table. Be careful to follow the structure of the
schema given above.

• createTablePolicy: indicates how the dataFile will be used to populate the table. Three values are
allowed:

• never: the dataFile is never used

• on_missing_columns: the dataFile is used to create missing columns, it means at creation of the table
or each time a new column is added, to follow the schema for example. Columns cannot be deleted.

• always: the dataFile is used to create the table as each restart of the application server

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• querySizeLimit: the maximum number of results that the queries on this directory should return; if there
are more results than this, an exception will be raised

19.3. Directory with an LDAP server as backend


The LDAP server as storage backend is provided by the org.nuxeo.ecm.directory.ldap.* component

19.3.1. Server definition


First of all, LDAP servers have to be defined by adding a contribution to the servers extension point. The
syntax is:

<extension target="org.nuxeo.ecm.directory.ldap.LDAPDirectoryFactory"
point="servers">
<server name="default">
<ldapUrl>ldap://localhost:389</ldapUrl>
<bindDn>cn=nuxeo5,ou=applications,dc=example,dc=com</bindDn>
<bindPassword>changeme</bindPassword>
</server>
</extension>

These information need to be provided to use an LDAP connection:


• name:name of the server which will be used in the declaration of the directories

• ldapUrl:address of the LDAP server. A single server declaration can point to a cluster of replicated
servers. To leverage such a cluster and improve availability, please provide one <ldapUrl/> tag for each
replica of the cluster. ldaps is the convention to use TLS/SSL connection.

• bindDn: the Distinguished Name used to bind to the LDAP server

• bindPassword: corresponding password relative to the Distinguished Name for binding

These credentials are used by Nuxeo5 to browse directory and create/modify entries.

19.3.2. Directory declaration


Once you have declared the server, you can define new LDAP directories, using the following syntax for its
declaration:
<extension target="org.nuxeo.ecm.directory.ldap.LDAPDirectoryFactory"
point="directories">
<directory name="userDirectory">
<server>default</server>
<schema>user</schema>
<idField>username</idField>
<passwordField>password</passwordField>
<searchBaseDn>ou=people,dc=example,dc=com</searchBaseDn>
<searchClass>person</searchClass>
<searchFilter>(&amp;(sn=toto*)(myCustomAttribute=somevalue))</searchFilter>
<searchScope>onelevel</searchScope>
<substringMatchType>subany</substringMatchType>
<readOnly>false</readOnly>
<cacheTimeout>3600</cacheTimeout>
<cacheMaxSize>1000</cacheMaxSize>
<creationBaseDn>ou=people,dc=example,dc=com</creationBaseDn>
<creationClass>top</creationClass>
<creationClass>person</creationClass>
<creationClass>organizationalPerson</creationClass>
<creationClass>inetOrgPerson</creationClass>

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</directory>
</extension>

The attributes are:


• name, schema, idField and passwordField are the same as for SQL directories

• searchBaseDn: entry point into the server's LDAP tree structure. Searches are only made below this root
node

• searchClass: restricts the type of entries to return as result

• searchFilter :additional filter to restrict the search results

• searchScope: the scope of the search. It can take two values:

• onelevel:search only under the current node.

• subtree: search in the whole subtree. Use this parameter when the [people] branch is nested.

• substringMatchType: defines who the query is built using wildcard characters. Three different values
can be provided:

• subany: wildcards are added around the string to match (as *foo*)

• subinitial: wildcard is added before the string (*bar)

• subfinal: wildcard is added after the string (baz*). This is the default behaviour.

• readOnly: boolean value. This parameter allows to create new entries or modify existing ones in the
LDAP server

• cacheTimeout: cache timeout in seconds

• cacheMaxSize: maximum number of cached entries before global invalidation

To disable the cache, comment <cache* /> tags

• creationBaseDn: entry point in the server's LDAP tree structure where new entries will be created. This
is useless to provided if readOnly attribute is set to false.

• creationClass: use as many tag as needed to specify which class are used to defined new people entries
in LDAP server.

19.4. Handling references between directory entries


Directory references leverage two common ways of string relationship in LDAP directories

19.4.1. References defined by a many-to-many SQL table


TODO OG

19.4.2. Static reference as a dn-valued LDAP attribute


The static reference strategy is to apply when a multi-valued attribute stores the exhaustive list of distinguished
names of reference entries, for example the uniqueMember of the groupOfUniqueNames object.
<ldapReference field="members" directory="userDirectory"

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staticAttributeId="uniqueMember" />

The staticAttributeId attribute contains directly the value which can be read and manipulated.

19.4.3. Dynamic reference as a ldapUrl-valued LDAP attribute


The dynamic attribute strategy is used when a potentially multi-value attribute stores a LDAP URL intensively,
for example the memberURL's attribute of the groupOfURL object class.
<ldapReference field="members" directory="userDirectory"
forceDnConsistencyCheck="false"
dynamicAttributeId="memberURL" />

The value contained in dynamicAttributeId looks like


ldap:///ou=groups,dc=example,dc=com??subtree?(cn=sub*) and will be resolved by dynamical queries to get
all values. The forceDnConsistencyCheck attribute will check that the value got through the dynamic
resolution correspond to the attended format. otherwise, the value will be ignored. Use this check when you are
not sure of the validity of the distinguished name

19.4.4. LDAP tree reference


The LDAP tree reference can be used to resolve children in the LDAP tree hierarchy.
<ldapTreeReference field="children" directory="groupDirectory"
scope="subtree" />

The field has to be a list of strings. It will resolve children of entries in the current directory, and look them up
in the directory specified in the reference.The scope attribute. Available scopes are "onelevel" (default),
"subtree". Children with same id than parent will be filtered. An inverse reference can be used to retrieve the
parent form the children entries. It will be stored in a list, even if there can be only 0 or 1 parent.

WARNING: Edit is NOT IMPLEMENTED: modifications to this field will be ignored when saving the entry.

19.4.5. Defining inverse references


Inverse references are defined with the following declarations:
<references>
<inverseReference field="groups" directory="groupDirectory"
dualReferenceField="members" />
</references>

This syntax should be understood as "the member groups value is an inverse reference on groupDirectory
directory using members reference". It is the group directory that stores all members for a given group. So the
groups of a member are retrieved by querying in which groups a member belongs to.

19.5. Combining multiple directories into a single virtual directory


Multi directories are used to combine values coming from different directories.

For example, it is useful to combine entries from LDAP directory with a standard directory provided by
Nuxeo5.

19.5.1. Multi-directory sources

<component name="org.nuxeo.ecm.directory.multi.config">

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<extension
target="org.nuxeo.ecm.directory.multi.MultiDirectoryFactory"
point="directories">
<directory name="multi">
<schema>schema</schema>
<idField>uid</idField>
<passwordField>password</passwordField>
<source name="sourceA" creation="true">
...
</source>
<source name="sourceB">
....
</source>
</directory>
</extension>
</component>

19.5.2. Sub-directories

<source name="source1" creation="true">


<subDirectory name="dir1">
<field for="thefoo">foo</field>
</subDirectory>
<subDirectory name="dir2">
<field for="uid">id</field>
<field for="thebar">bar</field>
</subDirectory>
</source>

19.6. The Directory API


This component provides tools to dialog with directories, make queries and get informations. Three classes are
a

19.7.1. Building custom option lists in forms with directories


Directories are also useful to build and store values that will be used in option lists. We usually call
"vocabulary" that kind of directories as they follow a simple schema.

Example 19.1. Sample declaration of vocabularies.

<component name="org.nuxeo.ecm.directories">
<extension target="org.nuxeo.ecm.directory.sql.SQLDirectoryFactory"
point="directories">
<directory name="country">
<schema>xvocabulary</schema>
<parentDirectory>continent</parentDirectory>
<dataSource>java:/nxsqldirectory</dataSource>
<cacheTimeout>3600</cacheTimeout>
<cacheMaxSize>1000</cacheMaxSize>
<table>country</table>
<idField>id</idField>
<autoincrementIdField>false</autoincrementIdField>
<dataFile>directories/country.csv</dataFile>
<createTablePolicy>on_missing_columns</createTablePolicy>
</directory>
<directory name="continent">
<schema>vocabulary</schema>
<dataSource>java:/nxsqldirectory</dataSource>
<cacheTimeout>3600</cacheTimeout>
<cacheMaxSize>1000</cacheMaxSize>

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<table>continent</table>
<idField>id</idField>
<autoincrementIdField>false</autoincrementIdField>
<dataFile>directories/continent.csv</dataFile>
<createTablePolicy>on_missing_columns</createTablePolicy>
</directory>
</extension>
</component>

The different attributes have the same behaviour as other directories.

Let's have a look at the schema attribute which can take two different values:
• vocabulary: this schema is provided to make default vocabulary. It defines the following fields: id,
label, order and obsolete.

• xvocabulary: this schema is used to define linked vocabularies. It defines the following fields: id, label,
order, obsolete and parent. When using xvocabulary schema, an other attribute should be defined:
parentDirectory points the parent directory name to which the current one is relative.

When these vocabularies are set up, the following JSF methods can be used to render them in forms:

Example 19.2. Sample declaration of vocabularies.

<div xmlns:h="http://java.sun.com/jsf/html"
xmlns:nxdir="http://nuxeo.org/nxdirectory">
<nxdir:selectOneListbox
value="#{mydoc.myschema.myfield}"
directoryName="continent"
id="continentSelect"
localize="true" />
<h:message for="continentSelect" class="errorMessage" />
</div>

In this example, a simple vocabulary selection list is displayed. The equivalent tag for multi selection,
nxdir:selectManyListbox is also available.

Example 19.3. Sample declaration of vocabularies.

<div xmlns:h="http://java.sun.com/jsf/html"
xmlns:nxdir="http://nuxeo.org/nxdirectory">
<h:selectOneListbox value="#{mydoc.myschema.myfield}"
id="continentSelect">
<nxdir:selectItems
directoryName="continent"
var="item"
itemValue="#{item.vocabulary.id}"
itemLabel="#{item.vocabulary.label}"
displayAll="true" />
</h:selectOneListbox>
<h:message for="continentSelect" class="errorMessage" />
</div>

This is the same example, but using standard JSF selection components, and another JSF method to display
select items. This is more configurable, and can be helpful when using another schema than the default

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"vocabulary" and "xvocabulary" ones.

Example 19.4. Sample declaration of vocabularies.

<div xmlns:h="http://java.sun.com/jsf/html"
xmlns:a4j="https://ajax4jsf.dev.java.net/ajax"
xmlns:nxdir="http://nuxeo.org/nxdirectory">
<a4j:region id="countrySelectRegion">
<nxdir:chainSelect size="2" value="#{mydoc.myschema.myfield}"
id="#{continentCountryChainSelect}">
<nxdir:chainSelectListbox index="0" size="0" directoryName="continent"
localize="true" id="selectContinent">
<a4j:support event="onchange" reRender="selectCountry" />
</nxdir:chainSelectListbox>
<nxdir:chainSelectListbox size="0" index="1" directoryName="country"
localize="true" id="selectCountry" />
</nxdir:chainSelect>
</a4j:region>
<h:message styleClass="errorMessage" for="continentCountryChainSelect" />
</div>

This is an example of a chained list box.

For more information about available tags, please check the documentation at
http://doc.nuxeo.org/current/tlddoc/. Note that this kind of rendering can be achieved using layout configuration
too.

19.7.2. Vocabularies/Directories management


Some pages are available to be able to delete/add/edit entries in these directories. In the default application, it is
presented clicking on the "Manage vocabularies" link that is displayed on top of every page if logged in as an
administrator.

The list of directories that can be managed will be displayed. Since Nuxeo 5.2.1, this is managed through
another extension point, dedicated to the User Interface part, and uses layouts configuration.

Example 19.5. Sample declaration of directory to display.

<component name="org.nuxeo.ecm.webapp.directory.directoryUI">
<extension target="org.nuxeo.ecm.directory.ui.DirectoryUIManager"
point="directories">
<directory name="continent" layout="vocabulary" sortField="label">
<deleteConstraint
class="org.nuxeo.ecm.directory.api.ui.HierarchicalDirectoryUIDeleteConstraint">
<property name="targetDirectory">country</property>
<property name="targetDirectoryField">parent</property>
</deleteConstraint>
</directory>
<directory name="country" layout="country_vocabulary" sortField="parent" />
</extension>
<extension target="org.nuxeo.ecm.platform.forms.layout.WebLayoutManager"
point="layouts">
<layout name="vocabulary">
<templates>
<template mode="any">
/directory/directory_layout_template.xhtml
</template>
</templates>

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Directories and Vocabularies

<rows>
<row>
<widget>vocabulary_id</widget>
</row>
<row>
<widget>vocabulary_label</widget>
</row>
<row>
<widget>vocabulary_obsolete</widget>
</row>
<row>
<widget>vocabulary_order</widget>
</row>
</rows>
</layout>
<layout name="country_vocabulary">
<templates>
<template mode="any">
/directory/directory_layout_template.xhtml
</template>
</templates>
<rows>
<row>
<widget>parent</widget>
</row>
<row>
<widget>xvocabulary_id</widget>
</row>
<row>
<widget>xvocabulary_label</widget>
</row>
<row>
<widget>xvocabulary_obsolete</widget>
</row>
<row>
<widget>xvocabulary_order</widget>
</row>
</rows>
<widget name="parent" type="selectOneDirectory">
<labels>
<label mode="any">label.vocabulary.entry.parent</label>
</labels>
<translated>true</translated>
<fields>
<field>xvocabulary:parent</field>
</fields>
<properties mode="any">
<property name="directoryName">continent</property>
<property name="localize">true</property>
</properties>
<properties widgetMode="edit">
<property name="required">true</property>
</properties>
</widget>
</layout>
</extension>
</component>

This files is declaring the directories to display, and the layouts to use when displaying them. The layouts
configuration is standard, please refer to the chapter Chapter 8, Layouts for more information.

Note that the Directory UI declaration can state a delete constraint to be used when trying to delete an item. The
class checking the deletion can be contributed and has to follow the
org.nuxeo.ecm.directory.api.ui.DirectoryUIDeleteConstraint interface. The class in the example takes as
parameters some information about the directory where to check constraints on. It is designed to refuse deletion
of a parent vocabulary item, if there is still a reference to it in the child vocabulary.

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Chapter 20. Binary content

20.1. Introduction
Special kinds of field types can be used to manage binary content. Here is a presentation about how to set them
up in custom document types.

20.2. Standard blob management


The standard binary content is defined in the Nuxeo core types that are deployed by default. It is handled by the
repository. If the binary content is stored on the file system or in the SQL backend is up to the repository
configuration.

To create a new binary field, you can include this file in your schema definition and refer to the type named
"content".

WARNING : any type named "content" will be handled as a binary type, so this field named should be
considered as reserved.

Sample declaration of a binary field:

<xs:schema targetNamespace="http://www.nuxeo.org/ecm/schemas/binary_content_sample/"
xmlns:xs="http://www.w3.org/2001/XMLSchema"
xmlns:nxs="http://www.nuxeo.org/ecm/schemas/binary_content_sample/">
<xs:include schemaLocation="core-types.xsd" />
<xs:element name="my_attached_file" type="nxs:content" />
</xs:schema>

Defining this field will make it possible to set and get a Blob for this property value.

Let's have a look at the content field definition:


<xs:complexType name="content">
<xs:sequence>
<xs:element name="encoding" type="xs:string" />
<xs:element name="mime-type" type="xs:string" />
<xs:element name="data" type="xs:base64Binary" />
<xs:element name="name" type="xs:string" />
<xs:element name="length" type="xs:long" />
<xs:element name="digest" type="xs:string" />
</xs:sequence>
</xs:complexType>

The blob holds a number of additional properties that give additional information about the blob content. These
fields can be retrieved and set through the blob api. Some of them are automatically set by some nuxeo default
events.

Note that the file name is also stored in the blob. As it was not originally the case, the default "file" schema
defines a string field to hold it. It is the one used by default, but some listeners do copy this value to the blob
file name sub property.

20.3. External blob management


External blobs are available since release 5.2.1. Although their retrieval is also handled through the repository
and Nuxeo core API, the way to retrieve them can be customized.

For instance, the default FileSystemExternalBlobAdapter plugin makes it possible to refer to files that are
stored in a different file system folder than the one handled by the repository. This can be handy if you already

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Binary content

have a set of files available on your system and would like to avoid duplicating these files when using them in
your Nuxeo application.

To create an external binary field, you can include the Nuxeo core types file in your schema definition and refer
to the type named "externalcontent".

WARNING : any type named "externalcontent" will be handled as a binary type, so this field named should be
considered as reserved.

Sample declaration of a binary field:


<xs:schema targetNamespace="http://www.nuxeo.org/ecm/schemas/binary_content_sample/"
xmlns:xs="http://www.w3.org/2001/XMLSchema"
xmlns:nxs="http://www.nuxeo.org/ecm/schemas/binary_content_sample/">
<xs:include schemaLocation="core-types.xsd" />
<xs:element name="my_external_file" type="nxs:externalcontent" />
</xs:schema>

If you would like to refer to files on the file system, on the same server than the one holding the repository, you
can use the following configuration:

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.core.api.externalblob.adapter.sample">
<documentation>
External blob sample contribution: a file system adaptor that takes the
"container" property to set the absolute path of the container folder on the
file system.
</documentation>
<extension
target="org.nuxeo.ecm.core.api.blobholder.BlobHolderAdapterComponent"
point="ExternalBlobAdapter">
<adapter prefix="fs"
class="org.nuxeo.ecm.core.api.externalblob.FileSystemExternalBlobAdapter">
<property name="container">/path/to/my/container</property>
</adapter>
</extension>
</component>

Note that you have to define the container folder, and a prefix for this configuration. These properties will be
used to build the corresponding blob: the repository only stores an URI that looks like
"fs:/subfolder/myfile.txt". After the prefix, we can see the file path, relative to the container folder. The file
system adapter will then be able to retrieve the blob will all this information. Configuring the container
property independently from what the repository stores makes it possible to change the container folder place in
the file system.

When creating an external blob, you have to build this uri as it is the only information that will be handled by
the current system: uploading a file, building the corresponding uri and putting the corresponding file on the
file system is not supported.

Here is some sample code to setup an external blob:


DocumentModel doc = ...
String uri = "fs:/subfolder/myfile.txt";
doc.setPropertyValue("my_schema:my_external_file/uri", uri);
...
Blob blob = (Blob) doc.getPropertyValue("my_schema:my_external_file");

Let's have a look at the external content field definition:


<xs:complexType name="content">
<xs:sequence>
<xs:element name="encoding" type="xs:string" />
<xs:element name="mime-type" type="xs:string" />
<xs:element name="uri" type="xs:string" />
<xs:element name="name" type="xs:string" />

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Binary content

<xs:element name="length" type="xs:long" />


<xs:element name="digest" type="xs:string" />
</xs:sequence>
</xs:complexType>

You can see that it is very similar to the standard blob, except that the data is replaced by a string URI. As long
as the uri is set, the additional fields can be retrieved and set through the blob api. Some of them are
automatically set by some nuxeo default events, similarly to what's done for a standard blob. The external blob
content indexing is also handled so that a document can be found searching on keywords present in the referred
file.

If you'd like to define your own way of retrieving a file (for instance, connect to a FTP server or get it from the
web), you can write an new class following the ExternalBlobInterface, and register it to the "ExternalAdapter"
extension point, as shown above for the field system adapter. You will have to use your own prefix so that the
system knows what adapter to use to retrieve the file.

20.4. About BlobHolder


BlobHolder defined an abstract interface for objects that can hold one or several blobs. BlobHolders can be
created from plain Blob (or List<Blob>) or from a DocumentModel. Compared to a plain Blob, a BlobHolder
provides lazy loading of a blob when possible and keeps track of the link between the Blob and the
DocumentModel. In fact, BlobHolder interface is also available as a DocumentModelAdapter, so you can
simply get a BlobHolder from a DocumentModel. Using BlobHolder provides several advantages :
• no more need to hardcode the xpath to extract the blob from a DocumentModel (this is done once and for
all in the DocumentModelAdapter configuration)

• conversionservice caching system can no efficiently monitor changes

# create a BlobHolder from a File


File file = ...
Blob blob = new FileBlob(file);
BlobHolder fileBlobHolder = new SimpleBlobHolder(blob);
# get BlobHolder from a Document
DocumentModel myDoc = ...
BlobHolder docBlobHolder = myDoc.getAdapter(BlobHolder.class);
# create a BlobHolder "by hand" on top of a DocumentModel
BlobHolder docBlobHolder2 = new DocumentBlobHolder(myDoc, "file:content");

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Chapter 21. Mimetype detection

21.1. Introduction
The org.nuxeo.ecm.platform.mimetype.* packages give all the tools to find the mimetype of a document.
The package provides two guessing approach: using file extensions and using the guessing library Jmimemagic
(third party tool providing been enhanced detection methods, based on the binary signature of files).

21.2. MimetypeRegistry
All the recognized mimetypes are stored in the MimetypeRegistry. Each mimetype definition is a contribution
to the mimetype extension point of the
org.nuxeo.ecm.platform.mimetype.service.MimetypeRegistryService component.

<component
name="org.nuxeo.ecm.platform.mimetype.service.MimetypeRegistryService">
<extension
target="org.nuxeo.ecm.platform.mimetype.service.MimetypeRegistryService"
point="mimetype">
<mimetype normalized="application/vnd.oasis.opendocument.text"
binary="true" iconPath="odt.png" oleSupported="true">
<mimetypes>
<mimetype>application/vnd.oasis.opendocument.text</mimetype>
</mimetypes>
<extensions>
<extension>odt</extension>
</extensions>
</mimetype>
</extension>
</component>

A mimetype node, bound to a MimetypeDescriptor defines a normalized mimetype with the following
informations:
• normalized: the mimetype entry that is described and that will be returned

• binary: a boolean that indicates if the file is a binary one

• iconPath: the filename of the image representing the icon

• oleSupported: this file mimetype is supported by the oleExtract transform plugin - default is False

• onlineEditable: this mimetype is supported by online Edit - default is False

• mimetypes: list of mimetypes bound to this normalized mimetype

• extensions: list of extensions bound to this normalized mimetype

An other defined extension point is extension that allow to register extensions that are ambiguous to force
mimetype sniffing.

<component
name="org.nuxeo.ecm.platform.mimetype.service.MimetypeRegistryService">
<extension
target="org.nuxeo.ecm.platform.mimetype.service.MimetypeRegistryService"
point="extension">
<fileExtension name="xml" mimetype="text/xml" ambiguous="true" />
</extension>
</component>

A fileExtension node, bound to ExtensionDescriptor, has the following attributes:


• name: the file extension

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Mimetype detection

• mimetype: the associated mimetype

• ambiguous: force the mimetype sniffing

At the MimetypeRegistry level, methods are provided to dynamically register (or unregister) mimetypes or
extensions by code

public void testMimetypeRegistration() {


MimetypeEntry mimetype = getMimetypeSample();
mimetypeRegistry.registerMimetype(mimetype);
assertEquals(
mimetypeRegistry.getMimetypeEntryByName(mimetype.getNormalized()),
mimetype);
}
private static MimetypeEntryImpl getMimetypeSample() {
String normalizedMimetype = "application/msword";
List<String> mimetypes = new ArrayList<String>();
mimetypes.add("application/msword");
// fake
mimetypes.add("app/whatever-word");
List<String> extensions = new ArrayList<String>();
extensions.add("doc");
extensions.add("xml");
String iconPath = "icons/doc.png";
boolean binary = true;
boolean onlineEditable = true;
boolean oleSupported = true;
return new MimetypeEntryImpl(normalizedMimetype, mimetypes, extensions,
iconPath, binary, onlineEditable, oleSupported);
}

The registerMimetype method, with a MimetypeEntry argument, adds the given entry to the registry. After
adding the mimetype, one can see that the MimetypeEntry retrieved using the initial Normalized name is
correct. The getMimetypeSample method, helper for the TestMimetyepRegistryService test class, shows a
definition of a MimetypeEntry by code.

Based on the previous entry definition, two registries are built allowing to retrieve the normalized mimetype
through file extension (efficient) or by sniffing (accurate).

21.3. Mimetype sniffing


This section describes the underlying process involved in mimetype detections.

The file extension detection rely on the filename that has to be correct. As it is a simple string to associate to
the mimetype, we do not develop further. Just note that the filename has to be correctly named and have an
extension to retrieve a mimetype with this method.

The sniffing tries to analyse the file content itself in order to guess the mimetype. The third-party tool
Jmimemagic is used for this and widely enhanced on defining new supported mimetypes and detectors. The
Jmimemagic tool uses 2 files, magic.xml and magic_1_0.dtd. We redefine the XML one to add new detections
(no extension-point there defined from Jmimemagic too ;-) l).

Basically, the default mimetype sniffing is based on searching a sequence of characters (or binary values) at a
specified offset.

<match>
<mimetype>application/pdf</mimetype>
<extension>pdf</extension>
<description>PDF document</description>
<test offset="0" type="string" comparator="=">%PDF-</test>
</match>

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Mimetype detection

A match is the definition of a magic entry. It contains a mimetype, an extension and a textual description of
the defined mimetype. A test node, containing the operation to perform is also defined. Here it declares that
for an application/pdf mimetype, the file has to contain the string %PDF- at offset 0.

if this method is usually suitable for a lot of files (i.e. one can find some invariants in the format), when used
with more complex ones, a simple offset (or a combination) is not enough and we have to refine the detection
algorithm. That is what detectors are made for and we have defined some for the 2 major office file formats,
MsOffice and OpenOffice.org.

For OpenOffice.org, the zip detection is enhanced

<match>
<mimetype>application/zip</mimetype>
<extension>zip</extension>
<description>Zip archive data</description>
<test offset="0" type="string" comparator="=">PK\003\004</test>
<match-list>
<!-- opendocument & OOo 1.x -->
<match>
<mimetype>OOo</mimetype>
<extension>OOo</extension>
<description>OOo 1.x and OpenDocument file</description>
<test type="detector" offset="0" length="" bitmask="" comparator="=">
org.nuxeo.ecm.platform.mimetype.detectors.OOoMimetypeSniffer
</test>
</match>
</match>

First a simple offset detection is performed to qualify a zip file, then a sub-match is defined. The detector
type indicates that the org.nuxeo.ecm.platform.mimetype.detectors.OOoMimetypeSniffer has to be called
and this is its responsibility to give all the valid information (mimetype, extension, description) if the file is
of correct type.

For MS-Office files, the "magic numbers" (the value to be found at a certain offset) are not that clear, as the
magic number defined by Jmimemagic (based on the file Linux command resource file) is the same for all
MS-Office application. Then we invoke a detector for each component that uses the POI library to detect what
file we deal with.

<match>
<mimetype>application/msword</mimetype>
<extension>doc</extension>
<description>Microsoft Office Document</description>
<test offset="0" type="string" comparator="=">\320\317\021\340\241\261</test>
<match-list>
<!-- XLS file by detector -->
<match>
<mimetype>application/vnd.ms-excel</mimetype>
<extension>xls</extension>
<description>Excel File</description>
<test type="detector" offset="0" length="" bitmask="" comparator="=">
org.nuxeo.ecm.platform.mimetype.detectors.XlsMimetypeSniffer
</test>
</match>
<!-- PPT file by detector -->
<match>
<mimetype>application/vnd.ms-powerpoint</mimetype>
<extension>ppt</extension>
<description>Powerpoint File</description>
<test type="detector" offset="0" length="" bitmask="" comparator="=">
org.nuxeo.ecm.platform.mimetype.detectors.PptMimetypeSniffer
</test>
</match>
</match-list>
</match>

Once a Microsoft Office Document has been detected at offset 0 in the first match, two sub-matches
detectors are defined for application/vnd.ms-excel
(org.nuxeo.ecm.platform.mimetype.detectors.XlsMimetypeSniffer) and
application/vnd.ms-powerpoint (org.nuxeo.ecm.platform.mimetype.detectors.PptMimetypeSniffer). If
none returns a correct mimetype, the only possibility remains then application/msword. (This may be lightly
refactored for simplicity in a near future).

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Mimetype detection

A detector is a class that implements net.sf.jmimemagic.MagicDetector. The public process method has to
detect if the file fulfills the condition. If successful, it returns the mimetypes supported by this file. The public
methods getHandledExtensions and getHandledTypes define the String arrays that are used by Jmimemagic
to build the final match.

21.4. Invoking the mimetype detection


All the detection is based on MimetypeRegistry like object. When invoked, the registry is populated with the
information that has been exposed previously. The registry implements the interface
org.nuxeo.ecm.platform.mimetype.interfaces.MimetypeRegistry.

Once available, directly or from a bean, any File or Blob can be analyzed and the information retrieved like the
mimetype name or the supported extensions list.

import org.nuxeo.ecm.platform.mimetype.ejb.MimetypeRegistryBean;
...
private MimetypeRegistryBean mimetypeRegistry;
...
public void testSniffWordFromFile() throws Exception {
File file = FileUtils.getResourceFileFromContext("test-data/hello.doc");
String mimetype = mimetypeRegistry.getMimetypeFromFile(file);
assertEquals("application/msword", mimetype);
List<String> extensions = mimetypeRegistry.getExtensionsFromMimetypeName(mimetype);
assertTrue(extensions.contains("doc"));
}

In the above example, the mimetypeRegistry object used is a MimetypeRegistryBean. The purpose is to sniff
the mimetype of a given file. The MS-Word file is first read and the getMimetypeFromFile method is called.
Once the mimetype is retrieved, the getExtensionsFromMimetypeName can be called and it gives the associated
extensions from the registry.

Note that the API of org.nuxeo.ecm.platform.mimetype.interfaces.MimetypeRegistry contains various


ways to ask for a mimetype, dealing with File or Blob objects, with or without default responses. It is worth a
look to avoid unneeded work.

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Chapter 22. Content Transformation

22.1. Introduction
Transforms are operations that perform any action modifying an input document. This can cover file conversion
as well as mail merging or information extraction.

22.2. Plugins module


The various plugins are stored in the nuxeo-plateform-transforms-plugins.* module. They are declared as a
contribution of the org.nuxeo.ecm.platform.transform.service.TransformService component at extension
point plugins.

The plugins are the engines that perform the needed transformations.

22.2.1. Creating a plugin


A transform plugin follows a framework defined in the nuxeo-plateform-transforms-core module. It is
basically a class that extends a org.nuxeo.ecm.platform.transform.interfaces.Plugin. The main common
method that has to be exposed is transform

List<TransformDocument> transform(
Map<String, Serializable> options, TransformDocument... sources);

The transform method returns a list of TransformDocument and accepts an options map and
TransformDocument sources. TransformDocument object is defined in
org.nuxeo.ecm.platform.transform.interfaces.TransformDocument and holds the binary as well as other
information such as mimetype.

The options map holds all the necessary options to be passed to the plugin. Please note that the keys are the
plugin names. See the officeMerger plugin below for an implementation example.

22.2.2. Declaring a plugin module


We first declare a contribution to the extension point plugins of
org.nuxeo.ecm.platform.transform.service.TransformService:

<extension target="org.nuxeo.ecm.platform.transform.service.TransformService" point="plugins">


<plugin name="any2odt"
class="org.nuxeo.ecm.platform.transform.plugin.joooconverter.impl.JOOoConvertPluginImpl"
destinationMimeType="application/vnd.oasis.opendocument.text">
<sourceMimeType>text/xml</sourceMimeType>
<sourceMimeType>text/plain</sourceMimeType>
<sourceMimeType>text/rtf</sourceMimeType>
<!-- Microsoft office documents -->
<sourceMimeType>application/msword</sourceMimeType>
<!-- OpenOffice.org 1.x documents -->
<sourceMimeType>application/vnd.sun.xml.writer</sourceMimeType>
<sourceMimeType>application/vnd.sun.xml.writer.template</sourceMimeType>
<!-- OpenOffice.org 2.x documents -->
<sourceMimeType>application/vnd.oasis.opendocument.text</sourceMimeType>
<sourceMimeType>application/vnd.oasis.opendocument.text-template</sourceMimeType>
<option name="ooo_host_name">localhost</option>
<option name="ooo_host_port">8100</option>
</plugin>
</extension>

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Content Transformation

The name attribute will be used to declare the transform chain. The class attribute is the class that will do the
effective job of the transformation while the destinationMimeType is the mime-type of the result of the
transform.

After attributes, <sourceMimeType> nodes define the allowed input mime-types the transform is supporting. In
the presented case, we can see that the any2odt plugin will be able to handle text, Microsoft office word , OOo
1.x and OpenDocument format (OOo2.x) files to output an application/vnd.oasis.opendocument.text
OpenDocument file. Options can also be added as we see for <option> tags with ooo_host_name and
ooo_host_port attributes.

Plugins can be combined to build transform chains. This chains are declared in a transformer which is a
contribution to the extension-point transformers of
org.nuxeo.ecm.platform.transform.service.TransformService component.

<extension target="org.nuxeo.ecm.platform.transform.service.TransformService"
point="transformers">
<transformer name="any2text"
class="org.nuxeo.ecm.platform.transform.transformer.TransformerImpl">
<plugins>
<plugin name="any2pdf"/>
<plugin name="pdf2text"/>
</plugins>
</transformer>
</extension>

A transformer is defined by its name. This is this name that will be used to initialize a transform service when
using it.

Then, plugins involved in the chain are listed. Wen can see that our any2txt transformer is composed with two
chained plugins: any2pdf then pdf2txt. Obviously, a single plugin for a transform is legal as we can see with
the use of our previous any2odt plugins.

<extension target="org.nuxeo.ecm.platform.transform.service.TransformService"
point="transformers">
<!-- This transformer uses a the OOo plugin to transform documents to ODT-->
<transformer name="any2odt"
class="org.nuxeo.ecm.platform.transform.transformer.TransformerImpl">
<plugins>
<plugin name="any2odt"/>
</plugins>
</transformer>
</extension>

22.2.3. Using a transform plugin


Once a transform plugin has been declared and the transformer is known, we can use it to perform various
transformation actions.

TransformService service = NXTransform.getTransformService();


Transformer transformer = service.getTransformerByName("any2pdf");
List<TransformDocument> results = transformer.transform(null,
new TransformDocumentImpl(sourceStream, "application/vnd.oasis.opendocument.text"));
SerializableInputStream resultStream = results.get(0).getStream();

We first get the TransformService that exposes all the available transforms. Then a specific transformer is
built with the getTransformerByName method of the service. The name is the one that has been declared in the
contribution to the transformers extension-point of the
org.nuxeo.ecm.platform.transform.service.TransformService component.

Then the transformer exposes a transform method that returns a list of TransformDocument. The arguments are
the:
• options: the plugin options (the keys are the plugin names) - we pass null here as we do not have any

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Content Transformation

options. See officeMerger plugin for a more detailed example

• list of sources as TransformDocument instances

There are three levels of options that overload. First the plugin options are the default. Then any option in the
transformer that define an option for this plugin overload them. Finally, any code-defined options are merged,
overloading any previous option that may have been already defined. Please note again that options are defined
on a plugin name basis.

A TransformDocument instance can be constructed from:


• a source stream

• a source stream and its mime-type

• a blob

In our example, we use the second way and give a sourceStream and the mime-type of an ODF document.

Once the input list processed, the results list contains all the transformed files as TransformDocument instances
from which you can retrieve the SerializableInputStream stream with getStream method, the mime-type
using getMimetype and the blob with getBlob method.

An alternate way of using the transform is to call it directly from the service

List<TransformDocument> results = service.transform(converter,


null, new TransformDocumentImpl(stream, sourceMimetype));

The arguments are the same and the converter name is given as first argument. An other constructor using
blobs as input instead of TransformDocument is also available. Before calling a transform we can also check
that the source mime-type is supported by calling the isMimetypeSupportedByPlugin method. Be careful
though that this plugin name may be different than the transformer name.

Transforms can be called directly but are also part of the docModifier framework that reacting on events, can
call transforms to alter or generate new informations (see below oleExtract plugin or docModifier
documentation)

22.3. Available transforms


All the transform plugin packages start with org.nuxeo.ecm.platform.transform.plugin. Some of them are
optional and not included in the default platform.

22.3.1. Document conversion


The document conversion plugin is a generic transform delivered in Nuxeo that allow transforming a file from
a format to an other. It uses the third-party JODconverter tool. The transform is implemented in the
org.nuxeo.ecm.platform.transform.plugin.joooconverter.impl.JOOoConvertPluginImpl class and
defined as a plugin contribution to org.nuxeo.ecm.platform.transform.service.TransformService .

Then it can be classically called as explained in the previous section:

TransformService service = NXTransform.getTransformService();


Transformer transformer = service.getTransformerByName("any2pdf");
List<TransformDocument> results = transformer.transform(null,
new TransformDocumentImpl(sourceStream, "application/vnd.oasis.opendocument.text"));
SerializableInputStream resultStream = results.get(0).getStream();

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Content Transformation

The transform call relays to the JOOoConvertPluginImpl that first connects to OOo on port and host defined
in the contribution (usually localhost:8100) or in the options (not defined in our example). It then acquire an
OpenOfficeDocumentConverter from JODconverter tool and then can call the convert method with the
requested target mimetype and source file. Note that in future version, the
StreamOpenOfficeDocumentConverter class will be used to avoid dealing with File objects. This limitation
will be solved when a new version of OpenOffice.org (2.3) will be out and solves a regression on loading
streams.

Before any call to the underlying OpenOffice.org converter, once in the transformation engine
JOOoConvertPluginImpl, the source document mimetype is tested. If it is the same than the requested
destinationMimetype defined by the plugin, the source file is returned immediately as result unless the
mimetype occurs in the <sourceMimeType> of the plugin to allow self-transformations. By default, any2pdf
plugin will return immediately if an application/pdf file is submitted while any OpenDocument
transformation (any2odt, any2ods, any2odp) will process the files as each one contains its own mimetype like
<sourceMimeType>application/vnd.oasis.opendocument.text</sourceMimeType>. This allow to clean and
validate files forged by hand and possibly apply automatic treatments at OpenOffice.org side.

22.3.1.1. Remote engine

Since OOo 2.3.0, it is possible to use InputStreams as source documents so that no more File objects are
needed. This is useful if we want to isolate the OOo server on a separate machine (and if needed use a farm
with load balancing if heavy work is needed) As this feature is only available with OOo2.3+ (due to a bug in
previous versions), there is a nuxeo.property to define the OOo version used.
org.nuxeo.ecm.platform.transform.ooo.version=2.3.0

At term, the JODConverter tool should be able to return the OOo version it is using, so that this property will
not be needed anymore. For the moment, let use this property. But as OOo stream loading has been reported as
less efficient than File/URL by JODConverter users, the streaming method is only used if OOo is really a
remote instance. This is analyzed if the ooo_host_name transformer option is 'localhost' or starts with
'127.0.0'. And of course, only if OOo declared version is greater than 2.3.0.

22.3.1.2. OpenOffice.org loading options

As the underlying engine is based on OpenOffice.org, one can extend the document converter by supporting
OOo loading options. The transform plugins options mechanism is fully supported, so they can be defined at
plugin, transformer and code level. The available fields to be passed to OOo is listed at MediaDescriptor IDL
reference and have to be bound to the plugin name.

Here is an example passing two options for loading conditions of a special document that is a password
protected and has an autostart bound event that delete the content of the file to put the word DELETED in the
document. This simulate any other heavy process such as document merging or automatic mail-merge from a
database.

Map<String, Map<String, Serializable>> options = new HashMap<String, Map<String, Serializable>>();


Map<String, Serializable> pdfOptions = new HashMap<String, Serializable>();
pdfOptions.put("Password", "TheDocumentPassWord");
short ALWAYS_EXECUTE_NO_WARN = 4;
pdfOptions.put("MacroExecutionMode", ALWAYS_EXECUTE_NO_WARN);
pdfOptions.put("ReadOnly", false);
pdfOptions.put("Hidden", false);
options.put("any2pdf", pdfOptions);
// Note: due to password, file mimetype can not be sniffed
// so mimetype has to supplied to TransformDocumentImpl
results = service.transform("any2pdf", options,
new TransformDocumentImpl(getBlobFromPath(path), "application/vnd.oasis.opendocument.text"));
assertTrue(results.size() > 0);
// The macro on the open event replaces the text by "DELETED"
assertEquals("pdf content", "DELETED", DocumentTestUtils.readPdfText(pdfFile));

First, we build the plugin options map. The Password field is in charge of sending the password string to the
OOo loader so that the file can be opened. The MacroExecutionMode field defines how macros and script are

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handled at startup. By default, the consequence of the -headless OOo mode, is that the NEVER_EXECUTE = 0
value is used. One can change this default behaviour by using any value listed in the OOo MacroExecMode
constant group. One important thing to be noted is that type is important: Password require a String argument
while MacroExecutionMode requires a short one. The types have to be correct otherwise the field will not be
handled by OOo.

By default, JODConverter sets the ReadOnly option as true. As we want to modify the document, we will have
to set the ReadOnly flag to false. The Hidden flag has also to be set to false. This trick is due to a problem in
OpenOffice.org PDF engine that seems not to be able to handle document modification while Hidden. As an
headless server-deployed OOo instance, this should not be a major problem.

Once Options have been defined, they are globally merged to the options map under the plugin name key (here,
any2pdf)

Then the transform can be called as usual. Please note that mimetype of password document have to be passed
explicitly to the TransformDocumentImpl constructor as it can not be sniffed by the Mimetype service for the
moment.

Finally, as expected a PDF document is returned with its content changed to the DELETED string.

22.3.2. Pdfbox

22.3.3. OLE objects extraction


OLE objects are objects included in office files that can be edited as standalone ones. For example, a
spreadsheet table may be included in a report so that the presented datas are always up to date.

This plugin is located in nuxeo-plateform-transform-plugin-oleextract module and is not include by


default in the plateform.

22.3.3.1. Implementation

The purpose of this plugin is to extract all these Ole objects and provide them as standalone files so that they
can be checked individually. It is also extended to extract images. It has a classical Transform plugin structure,
the plugin name is oleExtractPlugin bound to
org.nuxeo.ecm.platform.transform.plugin.oleextract.impl.OfficeOleExtractorPluginImpl. The
transform name is oleExtract.

As an example it can be called like


List <TransformDocument > results =
service.transform(TRANSFORMER_NAME, null, new TransformDocumentImpl(stream, mimetype));
TransformDocument result = results.get(0);
List <Map<String, Serializable>> ole =
(List < Map < String, Serializable > >) result.getPropertyValue("ole:olecontents");

First, the transform service is classically called, the TRANSFORMER_NAME being set to oleExtract. After
processing, the only TransformDocument returned result contains a property ole:olecontents that gives the
list of embedded objects that have been extracted.

The olecontents schema is defined in olecontent.xsd. Each element of the list contains the following fields

<xs:complexType name="olecontent">
<xs:sequence>
<xs:element name="displayname" type="xs:string" />
<xs:element name="filename" type="xs:string" />
<xs:element name="mime-type" type="xs:string" />
<xs:element name="data" type="nxs:content"/>
<xs:element name="thumbnail-mime-type" type="xs:string"/>
<xs:element name="thumbnail-data" type="nxs:content"/>
</xs:sequence>
</xs:complexType>

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Each olecontent element contains file datas (data & mime-type) and thumbnail ones (thumbnail-mime-type
& thumbnail-data). The displayname is the name retrieved in the office file if it was named otherwise the
internal one that has been given in the office file. The filename fields is built from the displayname and the
extension deduced from the mime-type.

Based on this new schema, the File doctype is extended in the


org.nuxeo.ecm.platform.transform.oleextract.coretypes contributing type and schema needed by oleExtract

<extension target="org.nuxeo.ecm.core.schema.TypeService" point="doctype">


<doctype name="FileWithOle" extends="File">
<schema name="olecontents" />
</doctype>
</extension>

A new FileWithOle doctype, based on File, is defined. It can be subtype of Workspace and Folder and is
defined as a contribution of org.nuxeo.ecm.platform.types.TypeService which allows to create new
documents based on it.

The oleExtract transform plugin has been bound to the oleExtractModifier docModifier. The contribution to
the extension point is defined in

<extension target="org.nuxeo.ecm.platform.modifier.service.DocModifierService"
point="docTypeToTransformer">
<documentation>
docModifier for oleExtract transform plugin.
</documentation>
<docModifier name="oleExtractModifier"
documentType="FileWithOle"
transformationPluginName="oleExtract"
sourceFieldName="file:content"
destinationFieldName="file:content">
<coreEvent>documentCreated</coreEvent>
<coreEvent>documentModified</coreEvent>
<customField name="olecontents:olecontents" transformParamName="ole:olecontents"/>
<customOutputField outputParamName="ole:olecontents" name="olecontents:olecontents"/>
</docModifier>
</extension>

This contribution reacts on document creation and modification. It receives the initial office file file:content
and gives back the olecontents:olecontents back mapped top the ole:olecontents we saw above. The
initial file is returned unchanged.

With this docModifier reacting on some events, the oleExtract results can now be integrated in the application.
The org.nuxeo.ecm.platform.transform.oleextract.action component defines an ActionService contribution

<action id="TAB_OLEOBJECT" link="/incl/tabs/document_oleobjects.xhtml"


enabled="true" label="action.view.ole" order="49">
<category>VIEW_ACTION_LIST</category>
<filter id="view_ole">
<rule grant="true">
<type>FileWithOle</type>
</rule>
</filter>
</action>

The TAB_OLEOBJECT action defines a new tab listing the olecontents:olecontents elements and providing
links for retrieving each file provided the document is of the current type FileWithOle.

22.3.3.2. Extraction details

OleExtract is based on the parsing of OpenDocument File format. If the submitted file is an ODF one, then it is
unzipped and processed without any connection to OpenOffice.org. If the file is not an ODF one, then a
converter plugin is used according to the source mime type. In this case, OpenOffice.org is required as a
JODConverter dependency.

Once we have an ODF file it is unzipped and its content.xml is parsed to find draw:object-ole, draw:object

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Content Transformation

and draw:image related tags. For each one, the name of the resource is retrieved if it exists. Then for each
found resource, the alternate view is retrieved so that a preview can be proposed when listing this content (still
under development)

ODF resources in an ODF file (think at a spreadsheet diagram embedded in a text document) are stored in
directories and flat XML form while other resources are stored in a binary format. So for ODF resources the
global manifest file is parsed to isolate the files with their correct manifest:media-type so that the new ODF
archive for the Ole object can be built. Once the new manifest file is created, the embedded ODF directory is
zipped and this binary form is returned.

22.3.4. Office files merger


This transform plugin is contained in nuxeo-plateform-transform-plugin-officemerger module and is not
include by default in the platform. Its purpose is to build a new file as the result of the merging of the list given
as parameters. It uses OpenOffice.org merging capabilities, mainly through the insertDocumentFromURL UNO
method for text documents.

The public method merge is available from OfficeMergerImpl and returns a SerializableInputStream
containing the resulting document.
OfficeMergerImpl merger = new OfficeMergerImpl();
SerializableInputStream result = merger.merge(sourceFiles, engineType, converter,
outlineRank, withPageBreaks);
SerializableInputStream result = merger.mergeStreams (sourceStreams, engineType,
converter, outlineRank, withPageBreaks);

Some options have been added to enhance the building of the main document. Here is the list of the arguments
of the merge method
• sourceFiles/sourceStreams: Ordered array of File objects or streams to be merged.

• engineType: Depending on the nature of source documents, the OpenOffice.org API to be used is
obviously not the same. If source files are text file, the user will probably want to have a text file as a
result while if he deals with slides, the results is expected as a presentation. This String argument tells
which engine to be used (text, presentation, spreadsheet- only text is already implemented) -
Default text

• converter: Once the document is built, the Document Converter plugin can be called automatically to
create the final document. This is the converter name that is expected (eg. any2pdf) and an exception is
raised if it does not exist or the mime type deduced from the engineType is not supported. If an empty
string is provided, no transform occur at the end of the merging - Default empty

• outlineRank: This is the rank (compared to the file list) where a Table Of Content may appear. For
example, if the value is 3, then the first two files of the file list are inserted, the T.O.C is built and
inserted and then the remaining files are processed. The Table of Content is refreshed at the end of the
whole insertion. A value of 0 means no T.O.C. - Default 0

• withPageBreaks: A boolean that adds or removes page breaks between file insertions - Default true

The plugin engine, the merge method is available directly but the principal use will occur through a Transform
call. The Transform name is officeMerger and the package name is
org.nuxeo.ecm.platform.transform.plugin.officemerger

<plugin name="OfficeMergerPlugin"
class="org.nuxeo.ecm.platform.transform.plugin.officemerger.impl.OfficeMergerImpl"
destinationMimeType="application/vnd.oasis.opendocument.text">
<sourceMimeType>application/msword</sourceMimeType>
<sourceMimeType>application/vnd.oasis.opendocument.text</sourceMimeType>
<sourceMimeType>application/vnd.sun.xml.writer</sourceMimeType>
<option name="ooo_host_name">localhost</option>
<option name="ooo_host_port">8100</option>
</plugin>

Note that OpenOffice.org has to be listening from incoming UNO connections on the specified interface

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Content Transformation

ooo_host_name and port ooo_host_port. If it is not the case, an OpenOfficeException exception will be
raised.

So, once defined, the officeMerger transform can be called passing the options like

Map<String, Serializable> mergingOptions = new HashMap<String, Serializable>();


mergingOptions.put("engineType", "text");
mergingOptions.put("converter", "any2pdf");
mergingOptions.put("outlineRank", 0);
mergingOptions.put("withPageBreaks", false);
options.put("officeMerger", mergingOptions);
List<TransformDocument> results = transformer.transform(options, sourceFiles);

Note that mergingOptions can be incomplete or even null. The options will then take their default values.

The results list contains the final merged document, and converted if requested, at first index.

22.3.5. XSL Transformation


The XSLT plugin provides XSL transformations in Nuxeo. It allows you to transform XML documents using a
XSL stylesheet as defined in the XSLT Specification. The plugin is implemented in the
org.nuxeo.ecm.platform.transform.plugin.xslt.impl.XSLTPluginImpl class and defined as a plugin
contribution to org.nuxeo.ecm.platform.transform.service.TransformService.

The XSLT Plugin accepts XML documents as source files, and you must provide the XSL stylesheet as a
plugin's option named stylesheet. The XSL stylesheet must be provided as a Blob.

Then, you can easily transform your documents:

final Map<String, Serializable> pluginOptions =


new HashMap<String, Serializable>();
pluginOptions.put("stylesheet", (FileBlob) getXSLStylesheetBlob(...);
final Map<String, Map<String, Serializable>> options =
new HashMap<String, Map<String, Serializable>>();
options.put("xslt", pluginOptions);
TransformServiceCommon service = TransformServiceDelegate.getLocalTransformService();
final List<TransformDocument> results = service.transform(
"xslt", options, xmlSourceFiles);

The resulting documents' mime-type is set depending of the method attribute of the xsl:output element,
specified in the XSL stylesheet. If there is no method attribute defined in the XSL stylesheet, a default value is
chosen for the method attribute as defined in the XSLT Specification.

The mime-type is chosen as follows:

• text/html: if the output method is html.

• text/plain: if the output method is text.

• text/xml: if the output method is xml.

If there is no XSL stylesheet provided to the plugin or if an error occurs during the transformation (corrupted
xml or xsl for instance), a TransformException is thrown.

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Chapter 23. Nuxeo Conversion Service
The nuxeo-core-convert provides a service to manage conversion of Blobs from one format to an other.

nuxeo-core-convert has been available since Nuxeo EP 5.2-M4.

23.1. Conversion Service vs Transformation Service


Since Nuxeo EP 5.2, the Conversion Service replaces the Transformation service that is now deprecated.

23.1.1. Motivations for this API changes


The Transformation Service had some API design issues that we wanted to correct. Because full text indexing
is now handled by the repository, we also had to have a core service to manage full text conversion. We
decided to define a brand new API with a new service and we changed the service name to avoid any confusion
and be able to provide backward compatibility.

23.1.2. What has been improved

• API is now simpler

there are only converters, not transformers and plugins like before

• ConversionService includes a caching system

this eliminate the need of having custom cache managed by all high level services that may use
converters (like the preview service)

• Data input/output is now handled via BlobHolder interface.

There is only data structure (no more TransformDocuments or plain Blobs). This also makes the caching
system more efficient sice link between the blobs and the associated DocumentModel is preserved when
available.

• Availability check API interface.

ConversionService now provides an API to know if converter is available, this is useful when the
converter depends on an external program that must be installed on the server (like OpenOffice server)

23.1.3. About compatibility


Transformer API is now deprecated and the old transform-service implementations and plugins have been
removed from default distribution. Nevertheless, we provide a tranformer-compat bundle that handles
compatibility between the old and the new API.

In order to activate this compatibility you need to deploy:


• nuxeo-platform-transform-api

• nuxeo-platform-transform-compat

23.1.3.1. Using the transformer API

The transformers API is still available, but the implementation now wraps calls to the ConversionService. This
means you can use the new Converters from the old Transformation service API. All default included

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Nuxeo Conversion Service

Transformers have been migrated to converters with the same name. Code that was using transformers should
still work in 5.2.

23.1.3.2. Contributed transformers and plugins

Contributions to the old Transformation service are now contributed to the ConversionService using specific
converters that wraps transformers or Plugins.

There are some limitations thought :


• Transformers must be based on the TransformerImpl class

• you may have to change the dependencies in pom.xml and MANIFEST.MF to point to the compat artifact
instead of the core one.

23.2. Using Conversion Service

23.2.1. built-in converters


Inside nuxeo-core-convert-plugins
• pdf2text, xml2text, html2text, word2text, xl2text, ppt2text, oo2text

text extractors for common office formats

• rfc822totext

text extractors mime encoded mails

• any2text

meta-converter for text extraction

Inside nuxeo-platform-convert
• pdf2html

PDF to html conversion based on pdftohtml command line tool

• office2html

convert standard office formats to html (uses openoffice)

• any2html

compound converted to convert any input to html

• any2pdf

cuse OpenOffice to generate PDF

23.2.2. Conversion Service API


The Conversion Service can be accessed via the standard Nuxeo Service lookup:
ConversionService conversionService = Framework.getService(ConversionService.class);

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Nuxeo Conversion Service

To convert a BlobHolder to a given destination mime type:


BlobHolder result = conversionService.convertToMimeType("text/plain", blobHolder, params);

params is a simple Map<String,Serializable> to pass parameters to the converter (can be null);

To use a known converter:


BlobHolder result = conversionService.convert("converterName", blobHolder, params);

To find a converter to a given conversion:


String converterName = conversionService.getConverterName(sourceMimeType, destinationMimeType);

To test if a converter is available:


ConverterCheckResult checkResult = conversionService.isConverterAvailable("converterName");

This call can throw ConverterNotRegistred if the target converter does not exist at all. The
ConverterCheckResult class provides:

• a isAvailable() method

• a getErrorMessage() method

Returns the error that occured while doing the availability check

• a getInstallationMessage method

Returns the installation message that was contributed by the converter contributor

23.2.3. Configuring the Convertion Service


The Conversion Service supports a global configuration via XML file in order to configure caching.
<?xml version="1.0"?>
<component name="org.nuxeo.ecm.core.convert.config">
<extension target="org.nuxeo.ecm.core.convert.service.ConversionServiceImpl"
point="configuration">
<configuration>
<!-- define directory location for caching : default to java default tmp dir (java.io.tmpdir) -->
<cachingDirectory>/var/ConversionCache</cachingDirectory>
<!-- GC interval in minutes (default = 10 minutes ) -->
<gcInterval>10</gcInterval>
<!-- maximum size for disk cache in KB (default to 10*1024) -->
<diskCacheSize>1024</diskCacheSize>
<!-- Enables or disables caching (default = true)-->
<enableCache>true</enableCache>
</configuration>
</extension>
</component>

23.2.4. Contributing converters


To contribute a new converter, you have to contribute a class that implement the
org.nuxeo.ecm.core.convert.extension.Converter interface. This class will be associated to:

• a converter name

• a list of source mime-types

• one destination mime-type

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Nuxeo Conversion Service

• optional named parameters

<extension target="org.nuxeo.ecm.core.convert.service.ConversionServiceImpl"
point="converter">
<converter name="html2text" class="org.nuxeo.ecm.core.convert.plugins.text.extractors.Html2TextConverter">
<sourceMimeType>text/html</sourceMimeType>
<sourceMimeType>text/xhtml</sourceMimeType>
<destinationMimeType>text/plain</destinationMimeType>
<parameters>
<parameter name="myParam">myValue</parameter>
</parameters>
</converter>
</extension>

You can also contribute a converter that is a chain of existing converters (what was called a transformer in 5.1
transform service API). To to this, the contributed transformer does not have to define an implementation class,
just a chain of either converters or mime-types. If mime-types are used, the conversion service will
automatically guess the converter chain from the mime-types steps.
<extension target="org.nuxeo.ecm.core.convert.service.ConversionServiceImpl"
point="converter">
<!-- explicit chain of 2 converters : converter1 + converter2 -->
<converter name="chainedConverter" >
<sourceMimeType>some/mimetype</sourceMimeType>
<destinationMimeType>some/other-mimetype</destinationMimeType>
<conversionSteps>
<subconverter>converter1</subconverter>
<subconverter>converter2</subconverter>
</conversionSteps>
</converter>
<!-- define chain via mime types : foo/bar1 => foo/bar2 => foo/bar3 -->
<converter name="chainedMimeType" >
<sourceMimeType>foo/bar1</sourceMimeType>
<destinationMimeType>foo/bar3</destinationMimeType>
<conversionSteps>
<step>foo/bar2</step>
</conversionSteps>
</converter>
</extension>

When using chained converters, the additional optional parameters are passed to each underlying converter.

Converter based on external tools (such as command line or OpenOffice server based) can implement the
ExternalConverter interface. This interfaces adds a isConverterAvailable() method that will be called in
order to check converter availability.

23.2.5. Converters based on external command line tools


A lot of conversion tools comes as command line executable. So in some case it's interesting to wraps these
command lines into a converter.

For that purpose, we provide a base class for converters that are based on a command line wrapped by the
nuxeo command-line service.

The base class org.nuxeo.ecm.platform.convert.plugins.CommandLineBasedConverter handles all the


dirty work, and you only have to override the methods to define the parameters of the command line and the
parsing of the output.
<extension target="org.nuxeo.ecm.core.convert.service.ConversionServiceImpl"
point="converter">
<!-- converter based on the pdftohml command line -->
<converter name="pdf2html" class="org.nuxeo.ecm.platform.convert.plugins.PDF2HtmlConverter">
<sourceMimeType>application/pdf</sourceMimeType>
<destinationMimeType>text/html</destinationMimeType>
<parameters>
<parameter name="CommandLineName">pdftohtml</parameter>
</parameters>
</converter>

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Nuxeo Conversion Service

</extension>

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Chapter 24. Relations

24.1. Introduction
Relations in Nuxeo EP 5 follow concepts as described by the W3C Resource Description Framework (RDF).

The purpose is to provide content management relations (relations between documents of the site for instance)
as well as being able to share this information with third party applications, by following the RDF standards.

24.2. Concepts
There are a few jargon terms to understand when dealing with relations.

Let's consider a relation like "document A is a version of document B". This relation is described as a triplet or
statement: it has a subject, "document A", a predicate, "is version of", and an object, "document B".

The statement elements are more generally referred to as nodes. More specific kinds of nodes are literals and
resources. A subject and a predicate will always be resources, while the object may be also a literal. In a
relation like "document A has title 'documentation'", the object will be the literal string 'documentation'.

Literals are simple nodes, holding information like a string or a date. Resources refer to uniquely identifiable
objects, and often use a URI as identifier that looks like a URL. If this URI refers to an identified namespace,
we can make a difference between resources using it.

For instance, we can use the dcterms namespace to identify predicates: "http://purl.org/dc/terms/References",
"http://purl.org/dc/terms/IsBasedOn","label.relation.predicate.IsBasedOn",...

Documents in the Nuxeo default application use the following namespace:


"http://www.nuxeo.org/document/uid/". A document URI would look like
"http://www.nuxeo.org/document/uid/618e53c8-409e-40e8-9b73-5493f7e6de88" because we use the
JackRabbit identifier to identify fully the resource. Imagine that we use custom unique identifiers for
documents, we could use them too, but we should use a different namespace so that we do not mistake the JCR
identifier and the custom identifier.

When defining a relation like "document A is a version of document B", we will then build a statement which
subject is a resource representing document A, which predicate is a resource representing the "is a version of"
information, and which object is a resource representing document B.

If we would like to state that this relation was created as a certain date, we will add a date property to the
statement. This can be seen as a relation where the subject would be the statement itself, the predicate a
resource representing the "was created at" information, and which object would be a literal representing the
given date.

24.3. Configuration
If you would only like to change the storage used for the default graph of Nuxeo EP 5, please refer to
Section 44.4.2, “Relation service configuration”.

24.3.1. Graph instances


Relations are stored in a graph, that can also be called a model.

The graph definition is made though an extension point. It holds configuration about where and how to store
relations. Here is an example contribution.

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Relations

Example 24.1. Jena graph configuration for the Relation Service using PostgreSQL as storage

<?xml version="1.0" encoding="UTF-8"?>


<component name="MyJenaGraph">
<require>org.nuxeo.ecm.platform.relations.jena</require>
<extension target="org.nuxeo.ecm.platform.relations.services.RelationService"
point="graphs">
<graph name="default" type="jena">
<option name="backend">sql</option>
<option name="databaseType">PostgreSQL</option>
<option name="datasource">java:/nxrelations-default-jena</option>
<option name="databaseDoCompressUri">false</option>
<option name="databaseTransactionEnabled">false</option>
<namespaces>
<namespace name="rdf">
http://www.w3.org/1999/02/22-rdf-syntax-ns#
</namespace>
<namespace name="dcterms">http://purl.org/dc/terms/</namespace>
<namespace name="nuxeo">http://www.nuxeo.org/document/uid/</namespace>
</namespaces>
</graph>
</extension>
</component>

This graph uses a Jena graph. Jena is a RDF framework, a plugin has been developed to integrate it to the
nuxeo platform. The graph definition requires the plugin to be registered to the application.

The graph is named "default" and declares its connection configuration.

24.3.2. Resource adapters


The graph configuration includes namespaces used for some of the graph resources so that resources with a
known namespace can be transformed into any kind of object.

For instance, the namespace "http://www.nuxeo.org/document/uid/" is used to identify documents using their
JCR unique identifier. We can register an adapter so that the resource can be transformed into the actual
document model it represents.

For example, the DocumentModelResourceAdapter class allows to get a DocumentModel object from a
resource, build with a namespace and a local name.

24.4. Manage relations


Managing relations turns around the following actions:
• adding a new relation to a graph

• removing an existing relation from a graph

• determining if a relation already exists

• emptying a graph to remove all existing relations

24.5. Display relations


The StatementInfo interface provides methods to manipulates data about statements. That way, you can retrieve
informations to display relations and their properties: These tools are:
• wrappers/getters, to recover information about a statement (subject, predicate, object, ...) or a node (type
of node : literal, resource, QNameResource ...)

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• methods to get all statements or statements which are matching a given pattern: this can be useful to
determine if a relation is incoming (document is the subject of the statement) or outgoing (the document
is the object of the resource)

• methods to get extra properties: for each relation, informations are added like creation date or the creator
of the relation.

Another interesting interface is NodeInfo: it is useful to qualify the type of resource you are handling with.
Some methods can determine if the node is a literal, a document, a blank node, etc ...

24.6. Architecture overview

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Chapter 25. Placeful Configuration

25.1. Introduction
The placeful configuration service allows configuration to be placed on a node in a repository. It is possible to
update, remove this configuration and merged it with all the configuration located from this node to the root of
the repository.

Placeful Configuration (PC in the rest of this chapter) is useful when you have a number of nodes much bigger
than the number of configuration. It allows to change and merge these configuration without having to travel
the repository tree.

25.2. Using Placeful Configuration


The PlacefulConfigurationManager is used for all interaction with PC. This service is available via the
extension point
org.nuxeo.ecm.platform.placeful.configuration.service.PlacefulConfigurationService. Before
using it, you need to associate a configuration with a storage in the component definition ???.

You can then use the placeful configuration service. The following code snippet show the basic usage:
Path p1 = new Path("/mon/path");
RepositoryLocation repo = new RepositoryLocation("monrepo");
NuxeoPrincipal principal = new NuxeoPrincipalImpl("myself");
PlacefulConfigurationManager pcs = Framework.getService(PlacefulConfigurationManager.class);
LocalTheme lt1 = pcs.createConfigurationEntry(LocalTheme.class, p1, repo, principal);
lt1.setMode("myMode");
pcs.saveConfigurationEntry(lt1);
Map<String, Object> map = new HashMap<String, Object>();
map.put("mode", "myMode");
List<LocalTheme> list = pcs.getAllConfigurations(LocalTheme.class, map); ❶
LocalTheme lt = pcs.getConfiguration(LocalTheme.class, repo, p, principal);
LocalTheme ltMerge = pcs.getMergedConfiguration(LocalTheme.class, repo, p, principal);
pcs.removeConfiguration(LocalTheme.class, repo, p1, principal);

❶ Query the storage for all the PC that have those field/value.

Note that:

• you never create a PlacefulConfiguration yourself but ask the manager for one.

• You need to save the PC after modification.

• You can not move a PC, you need to remove it and create a new one.

For more information on available methods and class, have a look at the Javadoc.

25.3. Contributing a placeful configuration


A PC is composed of two distinct types of information:
• The information specific to this configuration, for example, a local theme configuration has a mode, a
page or a docId.

• The information relative to its "placefulness": the path, principal and repository.

To contribute a configuration to the service you only have to gives the information specific to the configuration.

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The "placeful" part is taken care of by the service. You also need to give a way to merge the PC. We will create
a simple config as an example. A "Simple" PC that has only one field: value.
• Create an interface specific for your configuration.

interface SimpleConfig {
setValue();
getValue();
}

• Create the empty interface that will be manipulated by the user. It needs to extends
PlacefulConfiguration, Serializable and your specific interface.

public interface Simple extends PlacefulConfiguration, SimpleConfig, Serializable {}

• Create the implementation of the specific configuration. It needs to implement your specific interface
and PlacefulConfigurationConfig. The PlacefulConfigurationConfig interface adds the
getAssociatedInterface() methods. It returns the "user" interface:

SimpleConfigImpl implements SimpleConfig, PlacefulConfigurationConfig {


private String value;
public String getValue() {
return value;
}
public void setValue(String value) {
this.value = value;
}
public Class<Simple> getAssociatedInterface() {
return Simple.class;
}
}

• Create the class for the merge algorithm. It has to implement PlacefulConfigurationAlgorithm. Its
only method takes a PC and a storage and returns a merged PC. Our Simple configuration will do no
merge at all:

public class SimpleMergeAlgorithm implements PlacefulConfigurationMergeAlgorithm {


Simple mergeEntries(Simple pc, PlacefulConfigurationStorage storage) {
return pc;
}
}

• Finally the "user" interface has to know the implementing and merge class. You add the
@configurationClass annotation on the "user" interface:

@ConfigurationClass(value=SimpleConfigImpl.class, mergeAlgorithm=SimpleMergeAlgorithm.class)
public interface Simple extends PlacefulConfiguration, SimpleConfig, Serializable {};

• If you want your PC to be usable by a Directory storage you also need to provide a schema
Section 25.4.2, “Directory storage”

25.4. Available storage


A storage specifies where the configuration is stored. You can pass specific values to each storage using the
properties map (see Section 25.5, “Exemple of extension definition”). The storage gives you also the possibility
to define fields that will be indexed. When a user query the storage, only the indexed fields can be queried. At
the moment, only String field can be queried and indexed.

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Placeful Configuration

It is assumed that an indexed field is a property of the PC and so available via getters. By default, all the
"placeful" values (principal, path, repository) are indexed and don't need to be added to the fields list.

25.4.1. In memory storage


The InMemory storage does not use any persistence. You should only use in it in very simple situation such as
test. The storageBackend class is:
org.nuxeo.ecm.platform.placeful.configuration.storage.InMemoryPlacefulConfigurationStorage.
You can pass comma-separated values in the fields property. Each value represent a property of the PC. In the
backend, an index will be created for each property. You can then use it as a search field in the map passed to
manager to find configurations (Section 25.2, “Using Placeful Configuration”).

25.4.2. Directory storage


org.nuxeo.ecm.platform.placeful.configuration.storage.SQLDirectoryPlacefulConfigurationStorage
implements the storageBackend. You pass it as the class attribute. You also need to add the name of you
directory:
<storageBackend name="SQL"
class=
"org.nuxeo.ecm.platform.placeful.configuration.storage.SQLDirectoryPlacefulConfigurationStorage">
<properties>
<property name="directoryName">localTheme</property>
</properties>
</storageBackend>

To use directory storage you need to define a directory and the associated schema. The schema only needs to
include the base.xsd schemaLocation and the placefulConfiguration.xsd schemaLocation. You can also
add any String element that you want to be indexed. Note that the "placeful" fields general for all
configurations are included by default and don't need to be added.

Don't forget to declare the schema and directory to the extension point. It is assumed that each field to be
indexed is a property of the PC and can be accessed by getters.

25.5. Exemple of extension definition

<component
name="org.nuxeo.ecm.platform.placeful.configuration.defaultContrib">
<extension
target=
"org.nuxeo.ecm.platform.placeful.configuration.service.PlacefulConfigurationService"
point="storage"> ❶❷
<storageBackend name="RAM"
class=
"org.nuxeo.ecm.platform.placeful.configuration.storage.InMemoryPlacefulConfigurationStorage">
<properties>
<property name="fields">docId,theme,mode</property> ❸
</properties>
</storageBackend>
</extension>
<extension
target=
"org.nuxeo.ecm.platform.placeful.configuration.service.PlacefulConfigurationService"
point="configuration"> ❷
<configuration name="TestConfig" storage="RAM"
class="org.nuxeo.ecm.platform.placeful.configuration.entry.LocalTheme" />
</extension>
</component>

❶ Definition of the storage.


❷ The configuration reference the storage name using the storage attribute.

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❸ Storage specific values.

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Chapter 26. Content Template Service

26.1. Introduction
The content template service helps you to automatically create documents. For instance, you might want to
create an English and a French folder each time you create a workspace.

Here is how you can do it easily with a simple contribution.

26.2. Contributing a content factory

26.2.1. Factory Binding


First you have to contribute a factoryBinding to the ContentTemplateService factoryBinding extension
point. The factories are used whenever a document is created using an EventListener.

Example 26.1. Example of a factoryBinding registration

<extension target="org.nuxeo.ecm.platform.content.template.service.ContentTemplateService"
point="factoryBinding">
<factoryBinding name="LangFactory" factoryName="SimpleTemplateFactory" targetType="Workspace">
......
</factoryBinding>
</extension>

Options available are


• name: name of the factory, defining a factory with the same name will override the first to be registered.

• factoryName: the name of the factory defined in the factory extension point.

• targetType: the document type for which the factory will be executed.

• targetFacet: the document facet for which the factory will be executed. You should target a facet if you
want the factory to be used for different document types.

26.2.2. Template
Once you have a factoryBinding, it is time to think about which kind of Document you want to create
automatically.

Example 26.2. Example of a template registration

<factoryBinding name="LangFactory" factoryName="SimpleTemplateFactory" targetType="Workspace">


<template>
<templateItem typeName="Folder" id="en_folder" title="EN"
description="English Folder"/>
<templateItem typeName="Folder" id="fr_folder" title="FR"
description="French Folder"/>
</template>
</factoryBinding>

Options available are

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Content Template Service

• typeName: the Type of the Document you want to create

• id: the id of the Document you want to create.

• title: the title of the Document you want to create.

• description: the description of the Document you want to create.

• path: additional path, added to factoryBinding's targetType DocPath

26.2.3. ACL
Maybe you don't want every user to have Write right in both folder? If so, you can use ACL to manage rights
on your newly created templates.

Example 26.3. Example of an ACL registration for all templates of the factory

<factoryBinding name="LangFactory" factoryName="SimpleTemplateFactory" targetType="Workspace">


<acl>
<ace principal="Administrator" permission="Everything" granted="true"/>
<ace principal="administrators" permission="Everything" granted="true"/>
<ace principal="members" permission="Read" granted="true"/>
<ace principal="members" permission="Version" granted="true"/>
</acl>
<template>
.....
</template>
</factoryBinding>

Example 26.4. Example of an ACL registration for a single templateItem

<templateItem typeName="Folder" id="en_folder" title="EN">


<acl>
<ace principal="FRGroup" permission="Read" granted="true" />
<ace principal="ENGroup" permission="Write" granted="true" />
</acl>
</templateItem>

Options available are


• principal: Name of the group/user

• permission: the permission you want to set.

• granted: grant or denied the permission.

26.3. How to Register your own Factory


If you need a better control on the factory, you can contribute your own using the following extension point:

Example 26.5. Example of a Factory registration

<extension target="org.nuxeo.ecm.platform.content.template.service.ContentTemplateService"
point="factory">
<contentFactory
name="SimpleTemplateFactory"
class="org.nuxeo.ecm.platform.content.template.factories.SimpleTemplateBasedFactory"/>

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Content Template Service

</extension>

Options available are


• name: The name of the new factory, used in factoryBinding definition.

• class: The class implementing ContentFactory.

• enabled: Boolean to enable/disable the factory.

The newly defined Factory has to implement ContentFactory interface. A better way to do this would be to
extend the abstract class BaseContentFactory.

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Chapter 27. Nuxeo's Management Service
Nuxeo comes with management by providing a resource publisher, an use case scheduler and a REST XML
serializer. Nuxeo makes use of theses services for providing you information about components deployment,
directory status, events metric, http and directories session metrics.

These services is to used for integrating nuxeo in a management platform.

27.1. Integrating Nuxeo monitoring in your management system


As an administrator, I want to monitor my Nuxeo server.

Nuxeo exposes monitoring data and behaviors by using the JMX standard. If your management platform does
not support JMX, you're able to feed it using the XML serializer provided as a WebEngine module. Nuxeo
provided mbeans are published in the "nx" domain.

Nuxeo has identified these kinds of monitoring data : inventory, metric and usecase. Nuxeo types theses objects
using the "management naming attribute.

27.1.1. Inventory (nx:*,management=inventory)


The inventory is based onto the component registry. It mainly adapt the registration objects graph (components,
extension points, contributions) as an mbean tree. This gives you an access to what and how are the services
deployed. Other informations about these services (metrics, status, usecases) will be is to be attached to the
inventory. Using these information, you can check that your server is correctly deployed.

27.1.2. Metric (nx:*,metric=*,management=metric)


Inventory is being completed by metrics. It's the accounting information that they can easily provide to users
with no costs overhead. As example, directory manager provide core sessions counters. These information are
bound into the mbeans tree. Managers defines gauges that polls metric for treesholds or to gather historical
data.

27.1.3. Quality (nx:*,usecase=*,management=usecase)


Services are tested periodically by running a typical use case. Results about are published in the service subtree
by the management use case scheduler. These informations is to be polled by managers for issuing alerts. We
already defined a use case checking that the repository is well working by creating and removing a document.

27.2. Integrating management in nuxeo server


As an administrator, I want to enable nuxeo platform management features.

Management is packaged into three distinct packages : nuxeo-runtime-management,


nuxeo-platform-management and nuxeo-webengine-management modules.

27.2.1. nuxeo-runtime-management
That module contains the management logic : the resource publisher and the use cases scheduler. These
services implements only behaviors and have to be contributed by other components for activation.

27.2.2. nuxeo-platform-management
That module contains adapters for nuxeo services such as the runtime inventory or the http session metric. It

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Nuxeo's Management Service

also contains the use case scheduler and some typical use cases such as the directory one.

Nuxeo platform management provides you the basic monitoring resources. The following section describes
how coding integrating newer monitoring resources suitable for your needs.

27.2.3. nuxeo-webengine-management
That module contains a web engine module for serializing in XML mbeans. You have to use it if your
management platform is not JMX aware.

27.3. Contributing management

27.3.1. Publishing
As a developer, I want to publish some informations suitable for monitoring services I'm in charge for.

Here is the typical use cases for : service publishing, resource publishing and mbeans aliasing.

27.3.1.1. Publishing a service

As a developer, I want to publish a service. Usually, services are defined as singleton.

To publish summarized informations about this service, you first have to define a Java interface for and makes
your singleton implementing it. Then, you have to contribute to the resource publisher service, naming your
singleton. Given the monitoring interface myPackage.MyServiceMBean and the implemented class
myPackage.MyService , you have to define an extension in service definition as follow :

..
<require>org.nuxeo.runtime.management.ResourcePublisher</require>
<extension point="services"
target="org.nuxeo.runtime.management.ResourcePublisher">
<service class="mypackage.MyService"
ifClass="myPackage.MyServiceMBean" name="myService" />
</extension>
..

Note
As you respect a JMX convention, resource publisher is able to guess the interface class you use by
its name. So, in that case, it is not mandatory to provide the interface class name.

27.3.1.2. Publishing resources using a factory

As a developer, I want to publish a collection of informations, such as a map of metrics.

The first idea is to expose a getter that returns the map. That kind of information is not well supported on
manager side. Monitors and gauges are just able to bind to attribute with a string or numeric type. If the
cardinality is acceptable, the resource publisher enables you to register a factory that is to be call backed for
publishing your resources. Given the monitoring interface MyMetricMBean , the MyMetricFactory will publish
metrics provided by MyService

package mypackage;
import org.nuxeo.runtime.management.ResourceFactory;
import org.nuxeo.runtime.management.ObjectNameFactory;
public class MyMetricFactory implements ResourceFactory {
public void configure(ResourcePublisherService publisher, ResourceFactoryDescriptor descriptor) {
this.publisher = publisher;

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Nuxeo's Management Service

this.service = (MyService)Framework.getLocalService(My.class);
}
protected final ComponentName myServiceName = MyService:NAME;
protected MyService service;
protected ResourcePublisher publisher;
public void registerResources() {
for (String name:myService.doGetMetricNames() {
doRegisterMetric(name);
}
}
protected void doRegisterMetric(String name) {
MyMetricContext context = new MyMetricContext(String name, service);
String shortName = ObjectNameFactorty.formatMetricShortName(name);
ObjectName qualifiedName = ObjectNameFactory.formatMetricQualifiedName(myServiceName,name);
publisher.registerResource(shortName, qualifiedName, MyMetricMBean.class, metric);
}
}

package mypackage;

public class MyMetricContext implements MyMetricMBean {


public void MyMetricContext(String name, MyService service) {
this.service = service;
this.name = name;
}
protected final String name;
protected final MyService service;
int getCount() {
return service.doGetCount(name);
}

package mypackage;

public class MyService implements Service {


protected String doGetNames() {
..
return ...
}
protected int doGetCount(String name) {
..
return ...
}
}

..
<require>org.nuxeo.runtime.management.ResourcePublisher</require>
<extension point="factories"
target="org.nuxeo.runtime.management.ResourcePublisher">
<factory class="mypackage.MyMetricFactory"
ifClass="myPackage.MyMetricMBean" name="myMetricFactory" />
</extension>
..

27.3.2. Providing shortcuts


As an administrator I want to monitor OperatingSystem attributes in my management system using the XML
serializer. I will contribute to the resource publisher by defining the following extension point :

..

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Nuxeo's Management Service

<require>org.nuxeo.runtime.management.ResourcePublisher</require>
<extension point="shortcuts"
target="org.nuxeo.runtime.management.ResourcePublisher">
..
<shortcut name="operatingSystem" qualifiedName="java.lang:type=OperatingSystem"/>
..
</extension>
..

27.3.3. Reporting quality


As a developer, I want to provide a feature operational status.

Services quality are to be monitored by scheduling typical use cases. Use cases should throw an exception for
indicating error condition. Use cases are registered under the service they belongs to.

..
<require>org.nuxeo.ecm.management.usecases.UsecaseScheduler</require>
<extension point="usecases"
target="org.nuxeo.runtime.management.ResourcePublisher">
<usecase name="myUsecase" class="mypackage.MyUsecase"
serviceClass="mypackage.My" />
</extension>
..

package mypackage;
import org.nuxeo.ecm.management.usecases.Usecase;
public class MyUsecase implements Usecase {
void init(Object service) {
this.service = (My)service;
}
MyService service;
void runCase(CoreSession session) throws ClientException {
service.doSomething();
}
}

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Chapter 28. Publisher Service

28.1. Overview
Since Nuxeo 5.3GA, you can now publish a document in 3 different ways:
• On local sections

• On remote sections (on a remote Nuxeo server)

• On the file system

When using the PublisherService, you only need to care about 3 interfaces:
• PublishedDocument: represents the published document: could be created from a DocumentModel, a
proxy, a file on the file system.

• PublicationNode: represents a Node where you can publish a DocumentModel: could be another
DocumentModel (mainly Folder / Section), a directory on the file system.

• PublicationTree: the tree which is used to publish / unpublish documents, to approve / reject
publication, list the already published documents in a PublicationNode, ... See the javadoc of the
PublicationTree.

The PublisherService mainly works with 3 concepts:


• factory: the classe which is used to actually create the published document. It also manages the
approval / rejection workflow on published documents.

• tree: a PublicationTree instance asociated to a name: for instance, we have a SectionPublicationTree


which will publish in Sections, a LocalFSTree to publish on the file system, ...

• tree instance: an actual publication tree where we define the factory to use, the underlying tree to use,
its name / title, and some parameters we will see later.

Next, we will see how to configure the different ways to publish in your Nuxeo server.

28.2. Local sections


That was the only way to publish on version < 5.3GA, and so this is the default way to publish.

Here is the default contribution you can find in Nuxeo (publisher-jbpm-contrib.xml in


nuxeo-platform-publisher-jbpm. This contribution override the one in publisher-contrib.xml located in the
nuxeo-platform-publisher-core project):

<extension target="org.nuxeo.ecm.platform.publisher.impl.service.PublisherServiceImpl"
point="treeInstance">
<publicationTreeConfig name="DefaultSectionsTree" tree="RootSectionsCoreTree"
factory="CoreProxyWithWorkflow" localSectionTree="true"
title="label.publication.tree.local.sections">
<parameters>
<!-- <parameter name="RootPath">/default-domain/sections</parameter> -->
<parameter name="RelativeRootPath">/sections</parameter>
<parameter name="enableSnapshot">true</parameter>
<parameter name="iconExpanded">/icons/folder_open.gif</parameter>
<parameter name="iconCollapsed">/icons/folder.gif</parameter>
</parameters>
</publicationTreeConfig>
</extension>

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Publisher Service

We define an instance using the RootSectionsTree tree and the CoreProxyWithWorkflow factory. We give it a
name, a title and configure it to be a localSectionTree (which means we will publish on Sections on the same
Nuxeo as the documents to be published are).

The parameters:
• RootPath: it's used when you want to define the root publication node of your PublicationTree. You can't
use RootPath AND RelativeRoothPath parameter.

• RelativeRootPath: used when you just want to define a relative path (without specifying the domain
path). A PublicationTree instance will be created automatically for each Domain, appending the
RelativeroothPath value to each Domain.

For instance, assuming we have 2 Domains: domain-1 and domain-2, and the RelativeRootPath is set to
"/sections", 2 PublicationTree instances will be created:

• the first one with a RootPath set to /domain-1/sections.

• the second one with a RootPath set to /domain-2/sections.

In the UI, when publishing, you can chose the PublicationTree you want. The list of trees will be
automatically updated when creating and deleting Domain(s).

• iconExpanded and iconCollapsed: specify which icons to use when displaying the PublicationTree on
the interface.

28.3. Remote sections


To make the remote publication work, both the Nuxeo server and client need to be configured.

28.3.1. Server configuration


You should create a new config file, publisher-server-config.xml for instance, in the nuxeo.ear/config
folder of your Nuxeo acting as a server.

Here is a sample configuration:

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.publisher.contrib.server">
<extension target="org.nuxeo.ecm.platform.publisher.impl.service.PublisherServiceImpl"
point="treeInstance">
<publicationTreeConfig name="ServerRemoteTree" tree="CoreTreeWithExternalDocs" factory="RemoteDocModel" >
<parameters>
<parameter name="RootPath">/default-domain/sections</parameter>
</parameters>
</publicationTreeConfig>
</extension>
</component>

Parameters:
• RootPath: its value must be the path to the document which is the root of your PublicationTree. Here, it
will be the document /default-domain/sections, the default Sections Root in Nuxeo.

This parameter can be modified to suit your needs. Don't forget to put the whole path to the document

28.3.2. Client configuration

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Publisher Service

You should create a new config file, publisher-client-config.xml for instance, in the nuxeo.ear/config
folder of your Nuxeo acting as a client.

Here is a sample configuration

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.publisher.contrib.client">
<extension
target="org.nuxeo.ecm.platform.publisher.impl.service.PublisherServiceImpl"
point="treeInstance">
<publicationTreeConfig name="ClientRemoteTree" tree="ClientForRemoteTree"
factory="ClientProxyFactory">
<parameters>
<parameter name="title">label.publication.tree.remote.sections</parameter>
<parameter name="userName">Administrator</parameter>
<parameter name="password">Administrator</parameter>
<parameter name="baseURL">
http://myserver:8080/nuxeo/site/remotepublisher/
</parameter>
<parameter name="targetTree">ServerRemoteTree</parameter>
<parameter name="originalServer">localserver</parameter>
<parameter name="enableSnapshot">true</parameter>
</parameters>
</publicationTreeConfig>
</extension>
</component>

Parameters:
• targetTree: this parameter corresponds to the name of the tree defined on the server, here
ServerRemoteTree.

• username, password: the account defined by those parameters will be the one used to connect to the
remote Nuxeo and so to create documents in the PublicationTree. This account MUST exist on the
server.

• baseURL: URL used by the publisher service on the client side to communicate with the server.

• originalServer: identify the Nuxeo server used as client.

28.4. File system


To publish on the file system, you just need to define a new tree instance using the LocalFSTree and the
RootPath of your tree.

Here is a sample configuration:

<extension
target="org.nuxeo.ecm.platform.publisher.impl.service.PublisherServiceImpl"
point="treeInstance">
<publicationTreeConfig name="FSTree" tree="LocalFSTree"
factory="LocalFile" localSectionTree="false"
title="label.publication.tree.fileSystem">
<parameters>
<parameter name="RootPath">/opt/publishing-folder</parameter>
<parameter name="enableSnapshot">true</parameter>
<parameter name="iconExpanded">/icons/folder_open.gif</parameter>
<parameter name="iconCollapsed">/icons/folder.gif</parameter>
</parameters>
</publicationTreeConfig>
</extension>

• RootPath: the root folder on the file system to be used as the root of the publication tree.

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Publisher Service

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Part III. Core Services

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Chapter 29. Nuxeo Runtime

29.1. Overview
Nuxeo Runtime is the foundation of the Nuxeo infrastructure. It handles deployment and extensibility of
components to target platforms. This component allows the whole Nuxeo infrastructure to be easily ported
between Java platforms (Java EE, OSGi, etc.) and features an easy plug-in mechanism that any component can
use to declare extension points. These extension points can be used by other components to extend the former
one.

The Nuxeo Runtime uses the OSGi component model and a set of adapters to deploy POJO components to Java
host platforms, such as Eclipse/Equinox, or a Java EE 5 application server such as JBoss or WebLogic. When
deployed, Nuxeo Runtime components become actual host platform components. For example on JBoss the
component is seen as a MBean, while when deployed on Geronimo it is seen as a GBean and on Eclipse it is
seen as a native Eclipse plug-in. In short, Nuxeo Runtime offers a new and seamless way to make your Java EE
applications and components extensible (as Eclipse developers are already used to).

Nuxeo Runtime is not specific to the Nuxeo platform, it is a generic deployment and extension system that can
be used in any Java or Java EE application.

Forget specific build of your applications for a dedicated project or customer and enjoy “Code once, deploy
anywhere” for real!

29.1.1. Main Goals


One of the main requirements of the “Nuxeo Core” component is to be deployable on both the JBoss and
Eclipse platforms. To ease development and allow as much code reuse as possible, Nuxeo developed a common
component and packaging model that may be deployed and used on both of these platforms without any code
change or repackaging. This model, the Nuxeo Runtime, was developed as the foundation for all Nuxeo
components. The Nuxeo Runtime is not a standalone framework. It is, in short, a component model running on
top of an existing platform that provides a common, platform-independent, model to underlie the components
of an application. This architecture allows flexible and true componentization of applications.

In addition to the component model, the Nuxeo Runtime also defines a common model for packaging, the
OSGi bundle model. At the lowest level, OSGi bundles are simply regular JARs containing an OSGi manifest
file. OSGi technology is becoming more and more popular and is currently used by Eclipse, Geronimo,
Glassfish, and Jonas as their runtime framework. Because of the component and packaging choices,
applications based on Nuxeo Runtime can run on different platforms without modification and without having
to care about the particulars of a deployment platform.

29.1.2. Main Features


The main features provided by Nuxeo Runtime are:
1. Native OSGi support

2. Extensible component model through extension points

3. Adapters to support host platforms (JBoss and Eclipse support is built-in)

29.2. What is OSGi?


OSGi (Open Services Gateway initiative) is an open standards organization founded by Sun Microsystems,
IBM, Ericsson and others in March 1999. OSGi defines a modular and complete, Java-based service
framework. The deployment units used by this framework are called bundles, so we will refer them as OSGi
bundles.

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OSGi bundles are normal Java libraries (JAR files) containing a special manifest file (META-INF/MANIFEST.MF)
describing all aspects related to the bundle, for example: the bundle name, description, bundle dependencies,
exported packages, the bundle classpath, the bundle activator and many other OSGi-defined features.

Here is a typical OSGi manifest file:


Manifest-Version: 1.0
Bundle-ManifestVersion: 2
Bundle-Name: NxRuntimeEclipseDemo Plug-in
Bundle-SymbolicName: org.nuxeo.runtime.demo.eclipse.Demo; singleton:=true
Bundle-Version: 1.0.0
Bundle-Activator: org.nuxeo.runtime.demo.eclipse.demo.Activator
Bundle-Vendor: Nuxeo
Bundle-Localization: plugin
Require-Bundle: org.eclipse.ui,
org.eclipse.core.runtime,
org.nuxeo.runtime.demo.HelloWorld,
org.nuxeo.runtime

The bundle activator is a Java object that is called whenever the bundle is started and stopped by the
framework. This is the only way available to the application to access the framework functionality.

Besides bundles and bundle management, OSGi provides a service registry: an API to register the services
provided by a bundle and to lookup services defined by other bundles. Also, OSGi defines a Declarative
Services specification that significantly simplifies the service-oriented programming model. Through this
model, services can be defined in XML files inside the bundle and automatically deployed by the framework.

For a complete definition of OSGi, see Wikipedia.

A key goals of Nuxeo Runtime is to natively support various implementations of the OSGi framework and to
use the OSGi bundle model for packaging and deployment. Another goal is to align the Nuxeo Runtime
component model with the OSGi-notion of Declarative Specification.

29.3. OSGi Support


Nuxeo Runtime provides "built-in integration" with any OSGi-compliant framework. This means Nuxeo
Runtime-based components can run “as is” on any OSGi-enabled platform. On other platforms like JBoss, an
adapter is required. The Nuxeo Runtime eases the creation of such adapters by providing an abstract OSGi
adapter that can be customized for any platform.

Note: This does not mean you can transform any platform into a fully OSGi-compliant platform using Nuxeo
Runtime adapters. Primarily, this is because the adapter must use the host platform's class-loading and
deployment model that may be incompatible with the OSGi specifications. The Nuxeo Runtime's adapters only
mimic an OSGi environment, using native host platform features, for applications using Nuxeo Runtime. Many
OSGi features are not yet provided by the adapter – but we hope to add more and more features. If you are
interested in helping on this, do not hesitate to contact us :-). Currently, one of the most important features that
is missing is OSGi service support, but we are working on this and hope to provide it soon.

When running on true OSGi platforms, no adapter is used and thus all OSGi features are available and supplied
by the host platform. Nuxeo Runtime components run on such a platform without any alteration.

Currently we provide two built-in adapters:


1. JBoss OSGi adapter – used to deploy OSGi bundles on JBoss AS 4.x

2. Test OSGi adapter – used for JUnit testing and can be used on any simple Java application that is not
using a complex class loading or deployment mechanism.

29.3.1. Supported Features


Currently, Nuxeo Runtime adapters can provide the following OSGi features:
1. OSGi Bundle deployment

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2. Manifest file loading

3. Classpath processing

4. BundleActivator support (activation and deactivation)

5. BundleActivator notification each time a bundle is started and stopped

6. Fake Bundle and BundleContext implementations that adapt OSGi operations to native operations of the
host platform

7. Support for the common operations defined by the OSGi API for BundleActivators

8. Bundle lifecycle and framework support

9. Bundle dependencies (as specified in the manifest)

29.3.2. Unsupported Features


The following OSGi features are not supported (yet):
1. The OSGi service layer

2. The OSGi security layer

3. The OSGi class-loading specifications (the class-loading mechanism of the host platform is used)

4. Some methods of the interfaces Bundle and BundleContext (unimplemented Methods will thrown an
UnsupportedOperationException exception)

29.3.3. Planned Features


1. Supporting the OSGi service layer

2. Implementing the OSGi declarative services based on the runtime component model

29.4. Component Model


The component model provides a flexible way to define, register and locate components. It was designed in
order to reuse the same components on very different platforms like JBoss and Eclipse.

Full support of OSGi declarative service specifications is planned for the medium-term future. In addition to
this, Nuxeo components can describe any type of components, not only services.

29.4.1. What are components?


A definition from Wikipedia: “A software component is a system element offering a predefined service and
able to communicate with other components”. Components as defined by the Nuxeo model are logical units
that may depend on and/or extend one another. The Nuxeo Runtime is responsible for providing a common API
to register, locate or extend components and most commonly components are registered using XML descriptor
files.

Components can be declared as independent, top-level components - by using a standalone XML file in the
bundle- or they can be declared at a finer granularity by programmatically registering sub-components within
the bundle. To declare an top-level component, you need to create an XML description file, put it somewhere in
the bundle, typically in the OSGI-INF directory, and specify the “Nuxeo-Component” header in the bundle

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manifest to load the component at bundle activation. For example, the manifest shown below has a reference to
the XML file "helloworld-extension.xml" that declares a component.
Manifest-Version: 1.0
Bundle-ManifestVersion: 2
Bundle-Name: HelloWorldExtension Plug-in
Bundle-SymbolicName: org.nuxeo.runtime.demo.HelloWorldExtension
Bundle-Version: 1.0.0
Bundle-Vendor: Nuxeo
Bundle-Localization: plugin
Require-Bundle: org.nuxeo.runtime.demo.HelloWorld
Nuxeo-Component: OSGI-INF/helloworld-extension.xml

29.4.2. Main Features


1. Declarative components through XML descriptors: XML component descriptors are tightly integrated
with OSGi – you can specify which components should be deployed at bundle activation-time by using
the custom manifest header “Nuxeo-Component”.

2. Dependency between components: components are activated only when all their prerequisites are met. If
prerequisites are not met the components will be put in a pending state until their dependencies are
completely resolved. Similarly when uninstalling a component, all the components depending on it will
be moved to the pending state when the a component is deactivated.

3. Extensibility through extension points: each component can let other components extend its functionality
by defining a set of extension points. Other components (or the component itself) may then plug
extensions (Java code) into one of the declared extension points. This flexible extension mechanism
draw inspiration from the Eclipse extension points but is not identical to it.

4. Life Cycle Events: component life cycle events are sent by the runtime to any interested component. See
Adaptable Components for a common use case.

5. OSGi integration: the component model is about to be fully integrated with OSGi and will be soon
compliant with the OSGi declarative service model.

6. Platform Independence: the component model can be used on any platform. It provides a single API to
register and look-up components – the Nuxeo Runtime native API may be used (and in the future, the
OSGi service API will be available too).

29.4.3. Planned Features


1. Complete integration with OSGi declarative services specifications

2. Component lookup through JNDI

29.4.4. Adapting Components


The runtime implementation may "adapt" registered components to components of the host platform. (This can
often be accomplished using the Nuxeo component life cycle notifications.) The JBoss adapter for the Nuxeo
Runtime, for example, is already doing this to adapt runtime components into JBoss "MBean services", and
thus Nuxeo "components" are seamlessly integrated into the host platform. Since these components are
understood by the host platform, we can leverage existing host platform functionally, such as MBean service
management on JBoss.

29.4.5. Flexible Model


You should not be afraid by the “component model” denomination. The runtime component model does not
limit your objects, nor imposing any extra rules on your development practices. You do not need to modify
your existing objects to derive from some Nuxeo-supplied base class, nor implement some runtime interfaces in
order to plug your objects into the component registry. Your objects that implement a "component" may be of

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any kind.

The only requirement is that to be a "component", your object must have a public constructor without
arguments (the default constructor) so that it can be instantiated via newInstance method on the your object's
Class object. The component model makes this a mild restriction, since it supplies other means for object
initialization if you need to do complex actions at the time your object is created.

If you want to benefit from the extension points mechanism or to respond to component life cycle events like
activation or deactivation, there are two options. You can either implement the Component interface if this is
convenient for you, or define some methods with a particular signature so your object will be called by the
runtime using Java reflection. See below for more details on this.

In conclusion, the component model offers substantial benefits with few requirements; the model primarily
provides you the capability to register your components, extend others components, allow others to extend your
components, and look up components. These functions work the same way on any platform supported by
Nuxeo Runtime.

29.4.6. Component Life Cycle


A component has three primary life cycle states:
1. Registered: the component registration information was created and inserted into the registry. The
component dependencies are not yet processed or resolved, so the component cannot be activated.

2. ResolvedAll: dependencies of this component are satisfied. The component can be safely activated.

Other unresolved components waiting for a resolution that depends on this component are notified and if
they have no more dependencies, they will be moved to this state as well.

3. ActivatedComponent: Activation occurs as a result of one of three events: immediately upon component
becomin resolved, programmatically at the user request, or lazily the first time the component is referred
to by another component. The only requirement for activation is that the component must be resolved.

Currently only the immediate activation mode is supported.

When an activated component is deactivated it is put back into the resolved state. If a components is to
become unregistered, it will first be put in the resolved state, then an unresolved event is fired and the
component regresses to the registered sate, and finally it is removed from the registry.

When a component is activated or deactivated the runtime will call the activate or the deactivate method
of the component, if any. Implementing life cycle methods is the programmer's choice, they are not
required. These methods can be used to initialize and destroy the component in the given context.

The activation of a component signifies that the component is available and ready to be used by other
components, so that the component must be correctly initialized when it enters this state. The following
diagram illustrates the life cycle states, method call, and messages sent for Nuxeo Runtime components.

a. XXX ADD GRAPHIC HERE

29.4.7. Component Extensibility


A key innovation of the Nuxeo Runtime component model is the extension mechanism that enables
components to extend one another.

We will begin with a demonstration of how this mechanism works: Imagine you have a component A,
implemented in Java with class ImplA, that manages an action menu for the application. A wants to let other
components contribute actions to the menu in an easy and flexible way – for example by using XML files to
describe these actions.

To be able to do this, component A should declare an extension point, let's name this point “actions”. Other

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components willing to contribute some actions to this "group effort" of a menu should use "actions" to indicate
their contribution. (A component may declare any number of extension points and may contribute to any
number of extensions to other components' extension points but we are using only point for this example.)

Components may declare extension points and extension contributions using a simple XML syntax like the
following:
<?xml version="1.0"?>
<component name="A">
<!-- A 'exposes' an extension point 'actions' that should be supplied with other components' MenuItem objects
<implementation class="ImplA"/>
<extension-point name="actions">
<object class="MenuItem"/>
</extension-point>
<!--A is 'contributing' a fragment of XML describing a 'doctype' to the extension point 'documentTypes' of B -
<extension target="B" point="documentTypes">
<doctype name="File" extends="Document">
<schema name="common"/>
<schema name="file"/>
</doctype>
</extension
</component>

The content of an extension element is specific to the target extension point, such as the "doctype" in the
example above. The extension element content is known only by the extension point. If a contribution to an
extension point is made an the xml snippet is not correct from the standpoint of the component exposing the
extension point, the result is unpredictable - generally, bad contributions will be ignored and some error will be
logged. There is, for now, no mechanism of validating XML extensions like in Eclipse.

The Nuxeo Runtime provides an easy way to map XML extensions to real Java objects through an XML
mapping mechanism called XMap. In the example above, the "doctype" can be thought of an object with a field
called schema that contains a list of strings. Nuxeo supplies the XMap library to allow the XML fragment to
automatically be transformed into a Java object with the fields correctly filled in. When not using XMap,
extensions are returned as DOM elements and thus the component should itself perform the parsing of
extension contributions.

For details on the XML mapping of XMap, see the XMap documentation and/or the JavaDoc.

XXX TODO ADD GRAPHIC

29.4.7.1. Use Cases

Here is the list of some use cases of the extension mechanism identified in the context of the Nuxeo ECM
Platform:
1. to define actions and menus

2. to define content schemas (by importing XSD files)

3. to define views (view ids mapped to JSF/XHTML pages)

4. to define content objects (associate a Content Schema with a class that will provide required methods for
the content object)

5. to define permissions (usable in security annotations)

6. to define PageFlows for Seam that, optionally, can extend existing ones

7. to define business processes (in jBPM)

8. to define content transformations (doc -> pdf, doc -> html, odf -> pdf, odf -> html, etc.)

9. to define rules for the rule engine (that can be bound to some objects to run a rule only in a specific
folder)

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10.scriptable extensions that define scripts binded to interpreters like JavaScript, Groovy, Jython, JRuby,
etc

11.to define JMS/Event queues

12.to define event types

13.to define security policies

14.to define Access Control Policies

15.to define NXCore storage backends (JCR, SQL, LDAP, etc.)

16.to define query engines

17.to define indexing engines

29.5. Supported Host Platforms

29.5.1. JBoss Integration


JBOSS permits its extensions to be packaged as SAR files, thus the Nuxeo Runtime provides a SAR package
containing the Nuxeo Runtime and the JBoss OSGi adapter. This package is an OSGi bundle that acts as the
OSGi system bundle. With the Nuxeo SAR in place inside JBoss, any packaging file format understood by
JBoss (.sar, .jar, .ear, .war) or even a raw directory, will be treated as an OSGi bundle if it is found by JBoss
and contains a valid OSGi manifest. In order for these bundles to be deployed, you need to have
NXRuntime.sar already deployed in JBoss.

Besides the OSGi adapter and the auto-registration of components through bundle manifest, the JBoss adapter
adds the capability to deploy runtime components as XML files located outside OSGi bundles through the
JBoss deployment mechanism. This feature can be useful to register components that provide extensions to
other components that can be described by plain XML without any code dependency.

Example of a plain XML component that contributes new document types:


<?xml version="1.0"?>
<component name="org.nuxeo.ecm.core.CoreExtensions">
<extension target="org.nuxeo.ecm.core.schema.TypeService" point="doctype">
<doctype name="File" extends="Document">
<schema name="common"/>
<schema name="file"/>
</doctype>
<doctype name="Folder" extends="Document">
<schema name="common"/>
<facet name="Folderish"/>
</doctype>
<doctype name="Workspace" extends="Document">
<schema name="common"/>
<facet name="Folderish"/>
</doctype>
<doctype name="Domain" extends="Document">
<schema name="common"/>
<facet name="Folderish"/>
</doctype>
</extension>
</component>

The NXRuntime.sar library offers two JMX services:


1. The adapter service (nx:service=adapter)

a. deploys OSGi bundles and declared components

b. provides information about deployed bundles and components through the JBoss JMX Console

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2. The XML component deployer (nx:name=bundleDeployer,type=deployer) that can deploy XML


descriptors as OSGi components

29.5.1.1. Installation

Deploy the NXRuntime.sar in JBoss, then deploy your OSGi bundles as common JBoss packages in any
JBoss-supported format.

That's it,, your bundles are deployed and activated.

29.5.2. Eclipse Integration


For Eclipse, a NXRuntime.jar bundle is provided. Since Eclipse is OSGi-compliant, Nuxeo Runtime will not
install any adapter (so it is not intervening on the bundle deployment).

When running on OSGi platforms, the main role of the runtime is to register components declared inside OSGi
bundles (as seen previously through their manifest).

Because Eclipse is not starting automatically OSGi bundles (it starts them only on demand or on class loading),
you need to update Eclipse's config.ini and configure it to start Nuxeo Runtime (i.e. org.nuxeo.runtime) when
Eclipse starts:
osgi.bundles=org.eclipse.equinox.common@2:start, org.eclipse.update.configurator@3:start, org.eclipse.core.runti

29.5.2.1. Installation

Update the config.ini file as described above, then copy NXRuntime.jar inside the Eclipse plugin directory.

Start Eclipse. You're done!

29.6. Using Nuxeo Runtime

29.6.1. Creating Components


Components may be created either from XML descriptor files, or programatically.

In order to register components you always need a runtime context.

29.6.1.1. Runtime Context

A runtime context is the context where a component is registered. Contexts are always associated with the
bundle containing the component classes. Through the context, a component can access the runtime service and
can load classes and retrieve resources from its bundle and other visible bundles. RuntimeContext objects
depend on the current implementation of the runtime service, which varies based on the deployment
environment:

Nuxeo Runtime provides three implementations of the RuntimeContext interface:


1. org.nuxeo.runtime.model.impl.DefaultRuntimeContext: this is a simple implementation of a context
designed to be used outside of an OSGi environment. This context uses the current thread context class
loader. It is provided so that simple Java applications like JUnit tests can function properly without
needing a full-blown OSGi system.

2. org.nuxeo.runtime.osgi.OSGiRuntimeContext: this context can be used on any platform supporting


OSGi bundles. This context uses the bundle's ClassLoader to load classes and find resources. This is the
context supplied when the Nuxeo Runtime is deployed on a OSGi platform.

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3. org.nuxeo.runtime.jboss.JBossRuntimeContext: this is a JBoss specific context. This


implementation wraps JBoss' DeploymentInfo object and uses the the JBoss infrastructure to load
components deployed as standalone XML files.

Once you have a runtime context object, you can start registering components.

29.6.1.2. Creating components from XML descriptor files

To create a component using its XML description, follow these steps:


1. Write the XML description of the component.

Example of a simple XML descriptor:


<?xml version="1.0"?>
<component name="org.nuxeo.runtime.EventService">
<implementation class="org.nuxeo.runtime.services.event.EventService"/>
<extension-point name="listeners">
<object class="org.nuxeo.runtime.services.event.ListenerDescriptor"/>
</extension-point>
</component>

2. Load the XML file and register the component.

In order to register a component, we always need a runtime context:


// retrieve the current bundle
Bundle bundle = ...
// create a context given the current bundle object
RuntimeContext context = new OSGiRuntimeContext(bundle);
// load the component XML file given its location relative to the bundle root
context.deploy(“OSGI-INF/MyComponent.xml”);

Note
The current bundle object is usually retrieved from a BundleActivator in the
start(BundleContext context) method. You can also lookup other bundles by their symbolic
names given a Bundle object.

The context has several method of deploying (e.g. installing) components. For example, the method used
previously (Context.deploy(String)) is identical to:
// load the component XML file given its location relative to the bundle root
URL url = context.getLocalResource(“OSGI-INF/MyComponent.xml”);
if (url != null) {
context.deploy(url);
}

29.6.1.3. Automatic deployment of components

The best and recommend way to deploy components is to let the infrastructure deploy them when the bundle is
activated.

This can be done by specifying the local paths of the XML description files inside the bundle's
META-INF/MANIFEST.MF file by using the Nuxeo-Component header as in the following example:

Manifest-Version: 1.0
Bundle-ManifestVersion: 2
Bundle-Name: HelloWorldExtension Plug-in
Bundle-SymbolicName: org.nuxeo.runtime.demo.HelloWorldExtension
Bundle-Version: 1.0.0
Bundle-Vendor: Nuxeo
Bundle-Localization: plugin
Require-Bundle: org.nuxeo.runtime.demo.HelloWorld
Nuxeo-Component: OSGI-INF/MyComponent.xml, OSGI-INF/MySecondComponent.xml

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This way, as soon as the bundle is activated, theses two components defined in XML files, will be
automatically deployed.

XML component are contained as resource files in that bundle and their path should be specified as relative to
the bundle root with no initial slash. The two components' XML files shown in the previous example are
located in the OSGI-INF directory at the root of the bundle's jar file.

29.6.1.4. Dependencies between components

Sometimes order of deployments between bundles or components is important and needs to be specified.

There are several ways to declare dependencies between them: it involves writing bundle names in the manifest
file properties (Require-Bundle, Nuxeo-Require, Nuxeo-RequiredBy, Nuxeo-Component) and component
names in contribution files (using the <require></require> tag).

For JBoss developers who do not care about deployment under eclipse: use "Nuxeo-Require" and forget about
"Require-Bundle". Include all compile dependencies of your bundle to nuxeo components, and add other
requirements if you'd like to make sure your bundle is deployed after another component. In other words, if
bundle A lists bundle B on its Nuxeo-Require line, bundle B is deployed first.

For instance, if you'd like to make sure your bundle is deployed after nuxeo-core-api because you have compile
dependencies on it and you would like to avoid class loading issue. You should use "Nuxeo-Require:
org.nuxeo.ecm.core.api" in your manifest. If you'd like to make sure your bundle is deployed after nuxeo-core,
perhaps because you need the default types, you can put "Nuxeo-Require: org.nuxeo.ecm.core".

Warning
Nuxeo-require should not be used between components that could be deployed on separate servers.

If you would like to understand differences between "Nuxeo-Require" and "Require-Bundle":


• Require-Bundle is an osgi notion, so it should be set/tested when deploying components in a real osgi
framework like eclipse (Apogée).

• Nuxeo-Require is used only when deploying on jboss, it falls back on Require-Bundle when not set
for compatibility reasons.

As a general rule for both properties, you should put all the compile dependencies of your bundle. This will
prevent having any class loading issues. Dependencies are transitive: if you depend on nuxeo-core-api and on
nuxeo-platform-types-api, you do not need to state nuxeo-core-api as types-api already depends on it.

For Require-Bundle, you may have to add "non-nuxeo bundles" requirements like apache commons-logging to
make it work as expected under eclipse. This will obviously fail on jboss as this module in not seen as a bundle
in this context: that's why you need to state your requirements in Nuxeo-Require instead.

"Nuxeo-RequiredBy" can be used as "Nuxeo-Require", except that it's the inverse dependency. It's useful when
you need to put your bundle before another one. Plus it does not fail when the other bundle is not found, it may
be a solution when needing to express dependencies between components that may be deployed on separate
servers (although this should never happen if the api module is correctly done).

If your bundle has compile dependencies on jboss-seam, always add "Nuxeo-RequiredBy: org.nuxeo.ecm.war".
The war module deployment triggers seam components detection so you need your bundle to be deployed
before this is done, otherwise your seam components will not be detected correctly.

"Nuxeo-Component" is not designed to state dependencies, but as contributions are deployed in the given order,

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it can be helpful to express dependencies by modifying this order.

The <require></require> tag can be put in components. It is giving fine information about a component
requirements. It can be used to control order when overriding another contribution. For instance, if you'd like to
make sure your bundle is deployed after nuxeo-core types declarations, because you need to change default
core types for instance, you can put <require>org.nuxeo.ecm.core.CoreExtensions<require> at the beginning of
your core types contributions file. When contributing to an extension point, you do not need to express
dependency to the component declaring the extension point: this requirement is implicit.

As a general note: usually, unless you're overriding an existing configuration, you do not need to order
components as services that load them do not make much checks, especially when you're dealing with ordering
od=f contributions within the same bundle. For instance, you do not need to make sure the "Folder" core type is
deployed after the "dublincore" schema, as long as both are deployed when the repository is opened. Another
example: you do not need to make sure the "file" layout is deployed before the "File" ecm type that references
it, as long as both are deployed when the page displaying the document layout is loaded.

29.6.1.5. Creating components programmatically

This method of creating components is not recommended since it is internal to Nuxeo Runtime and it depends
on the implementation.

Here is an example on how you can use the API to manually register a component. We assume you are running
in an OSGi environment and you have a reference to the bundle object containing the component you want to
register.
// retrieve the current bundle
Bundle bundle = ...
RegistrationInfoImpl ri = new RegistrationInfoImpl();
// create a context associated to the current bundle
ri.context = new OSGiRuntimeContext(bundle);
ri.name = new ComponentName(“my.component”);
// set the class name of the component to register
ri.implementation= “org.nuxeo.runtime.example.MyComponent”;
// register the component
Framework.getRuntime().getComponentManager().register(ri);

29.6.2. Using components

29.6.2.1. Responding to life cycle events

When a component is deployed, Nuxeo Runtime will check its dependencies and if all of them are resolved, the
component is resolved and activated. (In the future, lazy activation or activation on demand will be supported
too). If component dependencies are not satisfied, the component will be put in a pending queue until all of its
dependencies are resolved.

When activating a component, the runtime will check if the component defines the activate life cycle method
and if true, it will call it to get a chance to the component to initialize itself.

The same thing is done when deactivating the component - the runtime will check if the component defines the
deactivate life cycle method and if true, it will call it to give a chance for the component to dispose itself
properly.

There are two ways to define life cycle methods:


1. By implementing the org.nuxeo.runtime.model.Component interface

In this case, a cast to Component interface is performed and the life cycle methods are called.
public interface Component extends Extensible {
public void activate(RuntimeContext context) throws Exception;
public void deactivate(RuntimeContext context) throws Exception;
}

2. By simply declaring a public or protected methods on the component object using the right signature.

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In this case the Java reflection mechanism is used to call the methods.
public class MyComponent {
...
public void activate(RuntimeContext context) throws Exception {
...
}
public void deactivate(RuntimeContext context) throws Exception {
...
}
...
}

29.6.2.2. Looking up components

After a component is activated, it can be retrieved using the Nuxeo Runtime API.

There are several methods to look-up a component:


• Looking up the component by its name:
HelloComponent hc = (HelloComponent) Framework.getRuntime().getComponent(
"org.nuxeo.runtime.demo.HelloComponent");

• Looking up the ComponentInstance object corresponding to this component. This object is a proxy to
the component object:
ComponentInstance ci = Framework.getRuntime().getComponentInstance(
"org.nuxeo.runtime.demo.HelloComponent");
if (ci != null) {
HelloComponent hc = (HelloComponent) ci.getInstance();
}

29.6.2.3. Working with extension points

Now let's take a look at how a component may define an extension point and how other components may use
this extension point to contribute extensions.

29.6.2.3.1. Defining an extension point


A component may define any number of extension points. Extension points are identified inside a component
by a unique name. We will describe here how to define extensions using the XML descriptor file. Extension
points can also by created by hand using the internal API of Nuxeo Runtime but this is no recommended and it
is not documented here.

Extension points are specified in the XML component descriptor using the extension-point tag. This tag has a
required attribute name and one or more optional object sub-tags.
1. The name attribute.

This should be unique relative to the parent component and is used to identify the extension points inside
a component.

2. The object sub-tag can be used to define what kind of objects are contributed by XML extensions.
These objects will be created from the extension XML fragment by using the XMap engine that maps
XML to Java objects through through Java annotations.

If no object sub-tag is specified, the extension will be contributed as a DOM element.

The object tag has a required class attribute that specifies the class name of the objects to contribute.

The object class will be loaded using the context of the bundle that defined the extension point.

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Example of a component declaring two extension points:


1. listeners

2. asyncListeners

<?xml version="1.0"?>
<component name="org.nuxeo.runtime.EventService">
<implementation class="org.nuxeo.runtime.services.event.EventService"/>
<extension-point name="listeners">
<object class="org.nuxeo.runtime.services.event.ListenerDescriptor"/>
</extension-point>
<extension-point name="asyncListeners">
<object class="org.nuxeo.runtime.services.event.AsyncListenerDescriptor"/>
</extension-point>
</component>

29.6.2.3.2. Contributing an extension


Once a component declaring some extension points has been activated, other components may contribute
extensions to that extension point.

To declare an extension, the extension tag is used. This tag must contains a target and a point attribute.
1. target

The target attribute specifies the name of the component providing the extension point

2. point

The point attribute is the extension point name.

The extension element may contain arbitrary XML. The actual XML content is recognized only by the
extension point to where the extension is contributed. This means you should know the correct format for the
extension XML.

For this reason, it is important for components to document their extension points. If the extension point is
using XMap to map XML to Java objects, then you can use annotations existing on the contribution object class
to know the XML format. These annotations are easy to understand and can be used as well as a documentation
for the XML extension format.

If you are familiar with Eclipse extension points, you may wonder why Nuxeo Runtime is not using an XSD
schema to define the content of an XML extensions. The reason is simple: because inside our ECM project we
need to be able to define any type of XML content - even configuration files from external tools we use like for
example a Jackrabbit repository configuration. Defining and maintaining XSD schemas for this kind of
extensions would be painful.

Anyway, using XMap to map extensions to real Java objects makes it easy to use extensions.

Here is an example on how a component is declaring some contributions to the previously defined extension
points:
<?xml version="1.0"?>
<component name="my.component">
<implementation class=”MyComponent"/>
<extension target="org.nuxeo.runtime.EventService" point="listeners">
<listener class="org.nuxeo.runtime.jboss.RepositoryAdapter">
<topic>repository</topic>
</listener>
<listener class="org.nuxeo.runtime.jboss.ServiceAdapter">
<topic>service</topic>
</listener>
</extension>
</component>

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You can see how the component is declaring an extension to the listeners extension point defined by the
component org.nuxeo.runtime.EventService

The result of this declaration is that the EventService will register two listeners, one listening on events from
the “repository” topic, the other on events from the “service” topic.

29.6.2.3.3. Registering contributed extension


Extensions are contributed to the target extension point immediately after the component declaring these
extensions is activated. If the target component (the component declaring the extension point) was not yet
activated, the contributed extensions are put in a pending queue and they will be contributed as soon as the
target component is activated.

A component willing to declare extension points and accept contributed extensions should declare two
protected or public methods: registerExtension and unregisterExtension.

This can be done either by implementing the Component interface, or by declaring these methods with their
correct signatures on the component object (as we have seen before for the life cycle methods).

These two methods should have the following signature:

public interface Extensible {


public void registerExtension(Extension extension) throws Exception;
public void unregisterExtension(Extension extension) throws Exception;
}

Note that the Extensible interface is extended by the Component interface.

When an extension is contributed the registerExtension method is called with an argument that points to the
actual contributed extension as an Extension object.

Components should use this method to do something with the extension (usually to register it somewhere).

When the component contributing the extension is deactivated, the Runtime will call the unregisterExtension
method using the same Extension object as a parameter. This gives a chance to the extended component to
unregister extensions when they become inactive.

Here is an example of how extensions are registered and unregistered:


public class HelloComponent implements Component {
public final static ComponentName NAME
= new ComponentName("org.nuxeo.runtime.demo.HelloComponent");
Collection<HelloMessage> messages = new ArrayList<HelloMessage>();
public void registerExtension(Extension extension) throws Exception {
Object[] messages = extension.getContributions();
for (Object message: messages) {
HelloMessage msg = (HelloMessage)message;
this.messages.add(msg);
System.out.println("Registering message: " + msg.getMessage());
}
}
public void unregisterExtension(Extension extension) throws Exception {
Object[] messages = extension.getContributions();
for (Object message: messages) {
HelloMessage msg = (HelloMessage)message;
this.messages.remove(msg);
System.out.println("Un-Registering message: " + msg.getMessage());
}
}
...
}

You can see how the contributed objects are fetched from the Extension object and then registered into a Java
Map. These contributions are objects of type HelloMessage as defined by the extension point (using the object
sub-element)

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The contributions are also available as a DOM element so you can use this to retrieve contributions in the case
you don't use XMap to map XML extensions to Java objects. This DOM element is corresponding to the
extension element from the XML component descriptor.

So if you need to retrieve the DOM representation of the extension, you can do:
public void registerExtension(Extension extension) throws Exception {
Element element = extension.getElement();
// parse yourself the DOM element and extract extension data
...
}

29.6.3. XML Component Descriptors


In this section we will describe the most important elements composing an XML component descriptor.

You can inspect the XMap annotations on the class org.nuxeo.runtime.model.impl.RegistrationInfoImpl


to find all elements that may compose an XML component descriptor.

A complete component descriptor may look like this:


<?xml version="1.0"?>
<component name="org.nuxeo.ecm.core.schema.TypeService">
<implementation class="org.nuxeo.ecm.core.schema.TypeService"/>
<require>org.nuxeo.ecm.core.api.ServerService</require>
<require>org.nuxeo.ecm.core.repository.RepositoryService</require>
<property name="author">Bogdan Stefanescu</property>
<property name="description">The component description ...</property>
<extension-point name="doctype">
<object class="org.nuxeo.ecm.core.schema.DocumentTypeDescriptor"/>
</extension-point>
<extension-point name="schema">
<object class="org.nuxeo.ecm.core.schema.SchemaBindingDescriptor"/>
</extension-point>
<extension target="org.nuxeo.ecm.core.api.ServerService"
point="clientFactory">
<factory class="org.nuxeo.ecm.core.api.impl.LocalClientFactory"/>
</extension>
<extension target="org.nuxeo.ecm.core.schema.TypeService" point="schema">
<schema name="common" src="schema/common.xsd"/>
<schema name="core-types" src="schema/core-types.xsd"/>
<schema name="file" src="schema/file.xsd"/>
</extension>
</component>

Each component is defined inside its own file. As you can see the root element is component. This element has
a required attribute name. Apart this, all other sub-elements are optional.

Here is a list with all supported sub-elements:


1. implementation

This element is used to specify the component implementation class. The element is not required since
one may define plain XML components only for contributing some extensions to other components. We
will refer to these components as extension components.

2. require

This element can be used to specify dependencies on other components. The component will be resolved
and activated only after all these dependency are resolved.

3. property

This element can be used to define random properties that will be available later to the component when
it will be created.

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4. extension-point

This element is used to declare extension points. A component may declare any number of extension
points.

See more details on this in Working with extension points section.

5. extension

This element can be used to declare extensions to other components (or to the current component itself).

See more details on this in Working with extension points section.

29.7. Integration tests for Nuxeo Runtime applications


While it's obviously a good thing to unit-test one's code, it's usually not enough for a module designed to be ran
as part of a Nuxeo Runtime application. It's indeed likely in this situation that the module will depend on
services provided by other modules, and even maybe on their default configuration. It's even not uncommon
that a project-specific module consists almost exclusively of calls to generic services provided by the base
software platform.

29.7.1. The NXRuntimeTestCase base class


org.nuxeo.runtime.test.NXRuntimeTestCase is a base class to write JUnit tests for Nuxeo Runtime
applications. It sets up the Nuxeo Runtime environment (in the setUp method) and provides methods to control
bundle and resources loading. It is designed to behave in the same manner in Maven and Eclipse situations.
Therefore resources must be accessed in a way that does not depend on the actual ordering of classpath.

29.7.1.1. Loading a bundle

To load a whole OSGI bundle, use the deployBundle method, whose parameter is the bundle symbolic name,
as specified in its manifest.

29.7.1.2. Loading one contribution from a bundle

Loading a whole bundle can be too heavy, or bring unwanted default configurations. Therefore, the
deployContrib method is provided to load just a resource (service definition, extension point contribution, etc.)
from a given bundle. It takes two arguments: the bundle symbolic name, and the path to the contrib from the
top of bundle.

29.7.1.3. Loading a test resource

For resources from the test packages, just make an OSGI bundle of the test package, which can be done by
creating the META-INF/MANIFEST.MF at the top of the target jar, and use deployContrib as above.

29.7.1.4. Sample usage

The following is an excerpt from org.nuxeo.project.sample:


public class TestBookTitleService extends NXRuntimeTestCase {
private BookTitleService service;
private static final String OSGI_BUNDLE_NAME = "org.nuxeo.project.sample";
private static final String OSGI_TEST_BUNDLE = "org.nuxeo.project.sample.tests";
public void setUp() throws Exception {
super.setUp();
// deployment of the whole nuxeo-project sample bundle
deployBundle(OSGI_BUNDLE_NAME);
service = Framework.getService(BookTitleService.class);

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}
public void testServiceContribution() throws Exception {
// Lookup is ensured simply by making the 'test' sub-hierarchy a
// bundle of its own, with a MANIFEST file
deployContrib(OSGI_TEST_BUNDLE, "sample-booktitle-test.xml");
assertEquals("FOOBAR Test", service.correctTitle("foobar"));
}
}

29.7.2. Frequent patterns


While working on an integration test, it is always worthwhile to prescribe clearly what is to be tested: either
API calls to services provided by other modules, consistency with configuration provided by other modules,
default configuration for the module being tested. This is especially important for the non-regression aspect of
the testing and the cost of maintaining the tests.

The use-cases discussed below require basic knowledge of the Nuxeo ECM framework. Implicitely, it is
somehow assumed that the tested code has to interact with one service. In case of multiple target services, one
would have to choose a pattern for each of them.

29.7.2.1. Integration test against base services with testing configuration

We want to check that the API calls from the tested component to other components have the desired effect, but
we don't want to rewrite the tests each time the default configuration of the other components change.
Typically, this means that we need to deploy the xml contributions that define the services we need, together
with the minimal configuration to tie it up together.

Example: the search service is able to configure its indexes automatically from the schemas and core types
declaration. We don't want to have to update tests if someone changes the default config that ships with
nuxeo-core. Ideally, this test should use deployBundle to set up core services, test repository, etc. and then
work on dedicated schemas and core types that are loaded by deployContrib.

29.7.2.2. Integration test against base services and their default configuration

One can imagine here a core event listener that uses a given schema, a component that needs access to the
search service to manipulate some specific documents...

In this case, we need to load the base service and its configuration exactly as they are in the real application and
we do want the test to catch errors that are due to a change in said configuration. In this pattern, we'd use
deployBundle all over the place.

It's likely however that one does not want the test to rely on the default (if any) configuration of the module
being tested. If the tested component doesn't carry its configuration but still needs to be deployed within Nuxeo
Runtime, deployBundle can be used on itself, and then deployContrib for the test configuration, after the test
package has been upgraded to an OSGI bundle.

Variant: testing of a component and the configuration that comes along. Just think of your tested module as a
"base service."

29.7.2.3. Reusing test resources from another component

This is usually neither possible nor recommended. Such situations do appear in the Nuxeo code base, and the
proper solution is to provide the wished resources or classes from a package, precisely like
org.nuxeo.ecm.runtime.test does.

29.8. Detailed Architecture

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29.9. References
1. Nuxeo.org website: http://www.nuxeo.org/

2. OSGi website: http://www.osgi.org/

3. JSR 277, 291 and OSGi, Oh My! - OSGi and Java Modularity, presented by Richard S. Hall at
ApacheCon Europe 2006: http://felix.apache.org/site/presentations.data/osgi-apachecon-20060628.pdf

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Chapter 30. Nuxeo Core Documentation

30.1. TODO: BS
Start from the previous documentation (OOo) and update it. :-)

This chapter targets developers that would like to use directly Nuxeo Core.

30.2. Overview
Nuxeo Core is the foundation of the Nuxeo ECM project. It defines and provides all the basic services and
functionalities needed to build a complete ECM platform and applications:
1. a repository model,

2. schema and document type management,

3. a query service,

4. a security model,

5. a document life cycle service,

6. a flexible core event service.

Like every Nuxeo ECM component, Nuxeo Core is running on top of Nuxeo Runtime which defines an
OSGi-compatible component model.

30.2.1. Main goals


The main goals of Nuxeo Core are:
1. to provide the common services needed to build a state-of-the-art ECM platform,

2. to be accessible both remotely or locally (i.e: to provide a common API accessible both from a remote
JVM or directly on the local one),

3. to be deployable anywhere without any modification (through Nuxeo Runtime): in a Java EE application
server like JBoss, or embedded in a desktop application like an RCP Eclipse application,

4. to be extensible and flexible; this is inherited from Nuxeo Runtime which provides an extensible
component model.

30.2.2. Nuxeo Core Components


Nuxeo Core is composed by the following components:
1. NXCore: core ECM model, services and default implementation

2. NXCoreAPI: defines a client API for NXCore

3. NXCoreFacade: Java EE facade

4. NXJCRConnector: JCR storage backend that leverages jackrabbit this is the default NXCore storage
backend

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All these components are running on top of Nuxeo Runtime.

30.3. Nuxeo Core Architecture


The Nuxeo Core top level components are all roughly following the same style of development, which is
structured in three layers:
1. model layer,

2. implementation layer,

3. facade layer.

There are also a number of services used by top-level components to provide them with common functionalities
like the schema service, query service, life cycle or security. These services are simple and cannot operate on
their own – they need a context to operate on. These services are exposed through top-level components and
may not follow the layering presented below.

30.3.1. Model Layer (or Internal API)


Top level components provide a model (an API) that is internal to the Core – this means that they are not
directly accessible from remote JVMs and should not be directly used by clients.

The model provides a generic API that defines the concepts used by the service and that may have several
implementations (using different storage backends for example).

Usually this API cannot be accessed remotely since implementations may use local resources that cannot be
sent over the network.

For example, the Repository model defines objects like Document, Property, Session, etc. The JCR-based
implementation for the Repository model is directly wrapping JCR (Jackrabbit) nodes that cannot be detached
from the local JVM and sent over the network.

30.3.2. Implementation Layer


Each service may have one or more implementations for their model. For example, the Repository service may
have several implementation for the model it defines – this could be a JCR-based implementation, an
SQL-based one, or something else. The same goes for the Directory service, it defines a model that could have
an SQL-based implementation or an LDAP-based one.

Implementations may use very specific resources and configuration, and are hidden by the common model
defined by the service. This means that implementation-specific objects or APIs are never used directly by
other Core components, they are only accessed by the implementation of the internal API.

30.3.3. Facade Layer (or Public API)


On top of their model, components usually define a facade layer that enables external clients to remotely access
service implementations.

This layer is also named the Public API because it defines the API exposed to clients. Any client, local or
remote, must use the public API of the component, and must not make calls to the internal API.

The main requirement of the public API is to use only serializable objects that can be sent over the network and
reconstructed on the client machine.

30.3.4. Deployment

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The architecture presented above makes it possible to access the Core services when the Core is running inside
the same JVM as the client application (e.g., when embedded in a desktop application) but also when it is on a
remote JVM (e.g., deployed as a module inside an application server). In both cases the Core services are
accessed in the same way – through the public API.

30.3.4.1. Local Access

30.3.4.2. Remote Access

30.3.5. Client Session


Usually a client opens a session on a Core service through the facade and can then send requests to the Core
service until it closes the session.

While a client is connected to a Core service, the latter should track the client session and restore its state (if
any) at each client request. When the session is closed by the client, the Core service releases any resource held
by that session.

Any data passed between the client and the Core service is serializable and so it can safely be sent over the
network. In this way a client can operate identically when running on the same JVM or when running on a
remote one.

30.4. The Repository Model


The repository model is the main functionality provided by the Core; it represents the very raison d'être of the
Core. Most of the other Core services were written as auxiliary components to perform specific needs of the
repository model or to enrich it.

The repository model, as its name suggest, is describing a software component for managing repositories of
documents. Repositories store documents in a tree-like structure that enables grouping documents inside folders
in an hierarchic manner.

Besides storage, the repository provides functionalities like:


1. document versioning,

2. security management,

3. document life cycle,

4. annotations,

5. SQL-like query.

30.4.1. Document and Schemas


Documents are structured objects described by a set of properties. These properties may be used to store
document meta-data (e.g., creation date, author, state, etc.) or the document data itself (e.g., binary or text files,
attachments, etc.).

The properties that a document may have and their types and constraints are defined through several schemas.

The repository model natively supports XML Schemas to define document schemas.

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A schema is therefore the way the structure and contents of a document is defined. Through schemas you can
usually specify things like:
1. what properties are allowed,

2. the type of each property,

3. the default value of the property, if any,

4. the restrictions on the property values, if any,

5. whether a property is mandatory or not.

In order to create and use documents, you first need to define their structure. For this, you have to define a
document type. Then you can create instances of documents of this type.

In some ways, document types and schemas are similar to Java classes and interfaces. A document type may
implement some schemas in the same way that Java classes implement interfaces, and a document type can
extend another document type in the same way that a Java class can extend another class.

Document Types define one or more schemas that the document structure must satisfy and some other extra
properties like facets which will be discussed later.

In conclusion, the unit of work in a repository is the document. To create a new document, you must specify the
document type and a path. You can either use existing document types or register new types as we will see in
the Extension Points section.

For more information on document types and schemas see the section XXX.

30.4.2. Document Facets


A Facet is a behavioral property of a document. As schemas define the document structure and content, facets
are used to describe behaviors or capabilities of a document.

For now, facets are simple strings attached to a document type to specify a capability for documents of that
type. In the future, facets may evolve to more complex structures, for example to dynamically provide
interfaces to manipulate documents according to a capability they offer.

Currently the Core defines two facets:


1. Folderish: adds folder capability to a document, so that it can have zero or more children documents,

2. Versionable: adds versioning capabilities to a document.

30.4.3. Document Annotations


As we've seen, a document structure and content is strictly defined by the schemas its type implements. But
there are many situations where some application-specific data need to be dynamically attached to the
document and retrieved later without having to modify the document schemas.

This is very useful for repository extensions that needs to store placeful (i.e., location-sensitive) information on
a document – information that cannot be specified by any document schema since its type is not necessarily
known in advance.

Annotations are not required to be stored through the same data storage as the document itself. For example one
may choose to store document in a Jackrabbit-based repository and to store annotations in a dedicated SQL
database.

These annotations usually keep some internal state or data about the document. For example, a tool that may
use annotations is the workflow service.

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30.4.4. Document Access Control


Usually, manipulating documents requires a set of privileges to be granted to the current user. Privileges given
to a user over a document are very dependent on the current context and on the document itself.

Usually, privileges depend on:


1. the document location (i.e., privileges are placeful),

2. the access rules defined on document parents in the hierarchy,

3. the document state,

4. and generally on any rule that was defined over a particular location on the document parents.

Privileges are a standard example of extra information that need to be stored on the document in a placeful
manner, so it may be a perfect candidate for the annotation service.

But since privileges are very dynamic and may require expensive computations on every document that is
accessed, a separate Security Service exists to manage the storage as it sees fit - and not necessarily through
annotations on the document. This is more efficient from a performance point of view.

In the following subsections, we will see what type of information is stored on the document to enforce security
and how security checks are done. To ease comprehension of security concepts and evaluation, we will begin
the presentation from the smallest unit of security information to the largest one that is stored at the document
level.

30.4.4.1. Access Control Entry (ACE)

This is the smallest unit specifying a security rule. It is a very simple object containing three fields:
1. principal: an authenticated entity. For example the user that opened the session on the repository is a
principal – but a principal may also be a group of users.

2. permission: the kind of action that may be granted or denied for a principal. This may also be a group of
permissions. This corresponds to the Java concept of privilege.

3. granting: specifies whether the given permission is granted or denied to the given principal.

Examples:
1. DENY, John, Read: an access entry that specifies that the reading is denied for the principal John.

2. GRANT, Developers, Drink: an access entry that specifies that drinking is granted for any principal
from the developer group.

30.4.4.2. Access Control List (ACL)

An ACL is an ordered list of ACEs. This means it represents a set of access rules. Why ordered? Because
usually when evaluating access rules the order is important. This is because evaluation stops on the first DENY
or GRANT rule that match the criteria check.

Here is a simple example showing how ordering may influence the security checks. Suppose that we have a
principal John that belongs to the Readers group, and an ACL that contains the following two ACEs:
1. DENY, John, Read

2. GRANT, Readers, Read

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Suppose we want to check whether principal John is granted reading. Every entry in the ACL is checked (in the
order they were defined) and if an entry matches the security check the evaluation stops. Using the example
above, John will be denied reading even if it is a member of the Readers group. But if you swap the order of
ACEs in the ACL, John will be granted reading.

30.4.4.3. Access Control Policy (ACP)

An ACP is an ordered list of ACLs. Each ACL stored in the ACP is uniquely identified by a name. The
ordering is important when security is checked – ACLs at the beginning of the list will be checked first.

The ACP is the object containing the security information that is attached to a document.

Note that ACLs are inherited so that a document will inherit any defined ACLs from its parents in the
hierarchy. Inherited ACLs are evaluated after evaluating the local ACLs and from the nearest parent to the
remotely related parent.

You may wonder why an ACP is containing several ACLs? And what about ACL names? In a typical situation
where security information may only be changed by an administrator through a user interface, a single ACL is
enough.

But a complex application may have complex rules to set privileges according to the current document state or
context. This is the case for a workflow engine which may decide to revoke or grant privileges depending on
the document state or the context.

This means that access rules are changed not only by administrators but also by services like the workflow. To
avoid collisions, every tool that needs to change access rules may use its own (named) ACL for setting these
rules. If the workflow service considers that its rules are more important than the ones explicitly set by the
administrator, it simply places its ACL before the one reserved for the administrator so that it will be evaluated
first.

Currently there are two predefined ACLs:


1. local: the local ACL

The local ACL is the only ACL an administrator may explicitly change through the User Interface.

2. inherited: the inherited ACL

This ACL is computed each time a security check is performed (unless caching is used). The inherited
ACL is the ACL obtained by merging all existing ACLs on the document's hierarchy. This ACL is
appended to the ACL list, so it will be evaluated last.

So from a simple security unit like the ACE we end up with a sophisticated structure like inheritable ACPs.

These use cases are not artificial, they are real use cases that a mature ECM product should satisfy.

30.4.4.4. Evaluating Privileges

The evaluation mechanism has been described above. Here is an example of how an evaluation is done.

Let's say the principal John is trying to edit the document D. Editing a document requires the Write permission.
Suppose the document D has the path /A/B/C/D – it is a child of the document C which is a child of the
document B which is the child of the document A.

To decide if the principal John can edit this document the following steps are taken:
1. The merged ACP for the document D is computed. This ACP is the local ACP set on the document D
merged with all parent ACPs. ACLs imported from the parents are appended to the local ACLs so that
they will be evaluated at last.

2. Each ACL is evaluated in respect to the order defined by the ACP.

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3. Each ACE is evaluated in respect to the order defined by the ACL.

4. If an ACE match a security rule regarding the principal John (or a group which it belongs) and the
permission Write (or a permission group from which Write belongs) then the evaluation ends and the
access right of the matching ACE is returned

5. If no matching ACE is found then the privilege is denied.

30.4.5. Life Cycle


Within organizations, documents are often regulated. At a given time, a document has a state or is within a
phase. The way the document transitions in compliance with regulations from one state to another (or from one
phase to another) is in most of the cases defined and managed by business processes or workflows.

Nuxeo Core itself doesn't embed a workflow engine, or still a BPM engine, as such. It only provides a generic
way to define document life cycles, the way the document properties related the life cycle are stored and a way
to specify which document types follow which life cycles at deployment time.

Thus, the workflow engine that will be deployed along with Nuxeo Core will leverage the API exposed by
Nuxeo Core to set the life cycle properties.

The APIs defined in Nuxeo Core regarding life cycle are highly inspired from the JSR-283 specifications that
are still in a draft state at the time of writing this document.

Another advantage of such a design is the fact that the life cycle state of a document will be independent of the
application (i.e.: workflow variables) and will be embedded within the document itself at storage time, and thus
will be exported along with the document properties.

Nuxeo provides a BPM engine that knows how to leverages the Nuxeo Core life cycle API. See
http://www.nuxeo.org.

30.4.5.1. Example of document life cycle

Here is a typical lifecycle schema example: XXX TODO.

30.4.5.2. Life cycle definition

Nuxeo Core allows one to define life cycle using extension points. (See the Nuxeo Runtime documentation for
more information about extension points.). You will find at the end of this document the complete list of
extension points defined by the core, you will find an example of life cycle definition there using the life cycle
definition extension point.

The life cycle model defined by Nuxeo Core is simple stateful, or state-transition engine. Including the
following elements:
1. Life cycle definition

2. Life cycle state definition

3. Life cycle state transition definition


Again, here, no policy regarding transitions are specified. The workflow or BPM engine will deal with this.
Here are the reasons:
1. It gives more flexibility regarding the policy that needs to be applied on the documents by letting
dedicated BPM engines deal with that. Thus this is possible to choose which workflow engine to use for
your application. (see NXWorkflow)

2. Current JCR specifications doesn't include a default policy model regarding life cycle so it appears
logical to not include this ourself at this layer of the architecture

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3. It simplifies the model

This is important to note that the life cycle definition is fully independent from the document types themselves
which allows the reuse if life cycle for different document types.

30.4.5.3. Life Cycle Manager

The life cycle manager is responsible of the storage of the life cycle related properties. One could think of
storing the life cycle property within the JCR, which is the default implementation provided by
NXJCRConnector, or still one could think about storing it in a separated RDBMS apart from the content
storage.

Because of this, Nuxeo provides an abstraction for this storage allowing one to define a life cycle manager per
life cycle definition.

Let's take a look at the life cycle manager exposed by Nuxeo Core:

You can see that the interface is fairly simple. It basically, only specifies how to store and retrieve the state and
the life cycle policy of a given document.

Note this is how the JSR-283 current specifications specifies the life cycle storage repository side.

You can register your own life cycle managers using the lifecyclemanager extension point defined on the
Nuxeo Core side. See the extension points chapter of this document for an example.

30.4.5.4. Document types to life cycles mapping definition

When your life cycle definitions are defined and you did specify the life cycle managers which will take care of
the storage you will then need to specify associations in between document types and life cycle.

To achieve this, Nuxeo Core defines an extension point allowing one to specify, independently from the
document type definition, such an associations. Please, check the example at the end if this document.

30.4.5.5. Core life cycle service

Nuxeo Core defines a dedicated life cycle service that is used by the Nuxeo Core internals. This service is not
exposed at the facade layer because we don't need it there. This service is manipulating directly the repository
document themselves (not references and thus is not suitable for remoting purpose).

Actually, the document model itself has been extended so that you can directly invoke this service through the
document session itself at facade layer. See next chapter for an overview of the API.

This service is defined under this namespace org.nuxeo.ecm.core.lifecycle.LifeCycleService.

30.4.5.6. The life cycle document API and the exposure at the facade layer

The document model exposes a life cycle related API. You can take advantage of this API from the document
itself if you are working at core level. Here is the API:

30.4.5.7. Core events and listeners

Nuxeo Core defines a service dedicated to core events. This service is only responsible of core events and
allows third party code to register listeners that will get notified when events occur (and that can take specific
actions themselves).

This service doesn't take advantage of event service such as JMS or still the NXRuntime event service at this
level because it needs ti be really fast at event processing to not decrease the repository performances for
instance.

By using event listener extensions, you can hook up and bridge on another synchronous or asynchronous

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messaging systems. Let's take some examples.


1. Nuxeo Core defines a bridge to Nuxeo Runtime forwarding events on the NXRuntime event service in
an asynchronous way. It defines like that a local event loop shared by all components running on top of
NXRuntime.

2. The NXEvents component, not part of the Nuxeo Core, registers a JMS listener bridging Nuxeo Core
events to a dedicated JMS topic. It allows message driven beans in the Nuxeo Enterprise Platform to get
the Nuxeo Core events. (for instance NXAudit)

You could define whatever listeners you need to forward the Nuxeo Core events on an external messaging
system. See the end of this document for an example of such a registration.

30.4.6. Query Engine


The query engine is designed to provide an SQL-like language, called NXQL, to perform document and
directory queries.

NXQL offers standard SQL functionality to search records, but can also take advantage of the hierarchical
nature of the content repository to provide path-based searches. NXQL is used as the uniform query syntax to
access several kinds of repositories. The query engine itself must process and optimize the query, and dispatch
it to the different backends and tables that are referenced in the query.

Updates or creation statements are not covered and must be performed through the repository API.

For more information about the query engine, refer to the document about NXQL.

30.4.7. The Public API


As we've seen the internal repository model is not remotely accessible. Because the Nuxeo Core deployment
model requires supporting both local and remote clients, the APIs are separated between an internal API and a
Public API, designed to fulfill the deployment needs. Any client should use the public API to connect to a
Nuxeo Repository.

This public API has only one limitation: any object transferred between the client and the core must be
serializable. This way it can be sent over the network and restored on the client side.

So the public API is in fact is a serializable view of the repository model. This has a performance drawback
compared to the internal API since it should transform any model object like a Document into a serializable
form, but has the benefit of being totally independent from the JVM where the Core runs.

The main interfaces composing the public API are the:


1. DocumentModel: the serializable view of a Document.

2. DataModel: the serializable view of a document subpart described by a schema.

3. CoreSession: a session to the Core repository.

4. CoreInstance: the gateway to the Core. It uses session factories to create new sessions (connections) to
the Core.

30.4.7.1. DocumentModel

The document model is a data object that completely describes a document. You can see it as a serializable
view of document.

Apart from being a data object, this object also provides some logic. For example a document model is able to
lazily load data from the storage if not already loaded or it may check permissions for a given user on the

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document it represent.

The data contained by document model is grouped in DataModel objects.

For each document schema, there is a DataModel that contains concrete data as specified by the corresponding
schema. You can see a DataModel as a data object described by a schema (i.e. a schema instance).

A document contains also data that is not defined by schemas like its internal ID, its name, its parent etc. Thus,
apart from these data models there is some information stored as members on the document model like the
document ID, the document name, a reference to the parent document, the ACP information (used for security
checks), the session ID etc.

Also the data model contains the list of facets that the document type defines.

One of the most important ability of the document model is to lazily load data the first time the data is required
from the client. This feature is important because the document may contain a lot of schemas and fields and it
will be a performance problem to load all these data from the storage each time a document model is created.

Usually, the client application is using only few DataModel fields like the Tile, Description, CreationDate,
etc. These are the fields commonly displayed by a tree – like explorer of the repository.

When the client is displaying or editing the document properties – then the document model will load missing
data models.

To achieve this, there are schemas or fields that are declared to be lazily loaded. When creating a document
model from a document, only the non-lazy schemas and fields are fetched from the storage. For example, a
blob field will be always lazy.

30.4.7.2. DataModel

As detailed above, the data model is an object containing the concrete data for a document schema.

Each data model is described by the schema name and the map of fields. The data model contains no logic, it is
a pure data object.

Apart from the fields map, the data model contains information about dirty fields (fields that have been
modified by the client), so that when saving changes to the repository only modified fields are saved.

30.4.7.3. CoreSession

The CoreSession is a session to the Nuxeo Core. The session is opened and closed by a client and gives the
client the possibility to interact with the Core.

The Core a session connects to can be located in a separate JVM or in the current one. To create remote or local
sessions, you need to use a specific CoreSessionFactory object. These objects are usually specified using
extension points but you can also use them programatically.

After creating a session, you can begin to retrieve and modify documents through the API exposed by the
CoreSession interface.

Example of creating and using a session:

30.4.7.4. CoreInstance

This is the gateway to a Core instance. As mentioned above, the Core may be located in a remote JVM. The
CoreInstance uses CoreSessionFactory objects (declared through extension points) to connect to a Core
instance and to create a session.

30.4.8. Integration with Applications Servers

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The repository is plugged into an application server using the a resource adapter as specified by the J2EE
Connector Architecture (JCA).

The resource adapter is write over the repository model so it is not dependent on the repository implementation
(like for example JackRabbit).

Currently the resource adapter has been tested only on JBoss AS

The resource adapter enables the repository to take part on transactions managed by the application server.

30.5. Extension Points


This section aims to cover all existing extension points defined by core components and to give some examples
of creating new extensions.

30.5.1. Session Factories


Declaring component: org.nuxeo.ecm.core.api.CoreService

Extension point name: sessionFactory

This extension points is for registering new session factories. Session factories are used to create new Core
Sessions.

Currently two session factories are provided:


1. a local session factory – that create sessions to a local Core (that is running in the same JVM as the
client)

2. a remote session factory – that create sessions to a remote Core (running in a remote Application Server)

Example 30.1. Example Title XXX

30.5.2. LifeCycle Managers


Declaring component: org.nuxeo.ecm.core.lifecycle.LifeCycleService

Extension point name: lifecyclemanager

This extension points is for registering new life cycle managers. A life cycle manager is responsible for
managing and storing document life cycle information.

Example 30.2. Example Title XXX

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Chapter 31. Nuxeo Core Import / Export API
The import / export service is providing an API to export a set of documents from the repository in an XML
format and then re-importing them back.

The service can also be used to create in batch document trees from valid import archives or to provide a simple
solution of creating and retrieving repository data. This could be used for example to expose repository data
through REST or raw HTTP requests.

Export and import mechanism is extensible so that you can easily create you custom format for exported data.
The default format provided by Nuxeo EP is described below.

The import / export module is part of the nuxeo-core-api bundle and it is located under the
org.nuxeo.ecm.core.api.io package.

31.1. Export Format


A document will be exported as a directory using as name the document node name and containing a
document.xml file which hold the document metadata and properties as defined by document schemas.
Document blobs if any are by default exported as separate files inside the document directory. There is also an
option to export blobs inlined as Base64 encoded data inside the document.xml.

When exporting trees document children are put as subdirectories inside the document parent directory.

Optionally each service in nuxeo that store persistent data related to documents like the workflow, relation or
annotation services may also export their own data inside the document folder as XML files.

A document tree will be exported as directory tree. Here is an example of an export tree containing relations
information for a workspace named workspace1:

+ workspace1
+ document.xml
+ relations.xml
+ doc1
+ document.xml
+ relations.xml
+ doc2
+ document.xml
+ relations.xml
+ file1.blob
+ doc3
+ document.xml

31.1.1. document.xml format


Here is an XML that correspond to a document containing a blob. The blob is exported as a separate file:

<?xml version="1.0" encoding="UTF-8"?>


<document repository="default" id="633cf240-0c03-4326-8b3b-0960cf1a4d80">
<system>
<type>File</type>
<path>/default-domain/workspaces/ws/test</path>
<lifecycle-state>project</lifecycle-state>
<lifecycle-policy>default</lifecycle-policy>
<access-control>
<acl name="inherited">
<entry principal="administrators" permission="Everything" grant="true"/>
<entry principal="members" permission="Read" grant="true"/>
<entry principal="members" permission="Version" grant="true"/>
<entry principal="Administrator" permission="Everything" grant="true"/>
</acl>
</access-control>
</system>

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<schema xmlns="http://www.nuxeo.org/ecm/schemas/files/" name="files">


<files/>
</schema>
<schema xmlns:dc="http://www.nuxeo.org/ecm/schemas/dublincore/" name="dublincore">
<dc:valid/>
<dc:issued/>
<dc:coverage></dc:coverage>
<dc:title>test</dc:title>
<dc:modified>Fri Sep 21 20:49:26 CEST 2007</dc:modified>
<dc:creator>Administrator</dc:creator>
<dc:subjects/>
<dc:expired/>
<dc:language></dc:language>
<dc:rights>test</dc:rights>
<dc:contributors>
<item>Administrator</item>
</dc:contributors>
<dc:created>Fri Sep 21 20:48:53 CEST 2007</dc:created>
<dc:source></dc:source>
<dc:description/>
<dc:format></dc:format>
</schema>
<schema xmlns="http://www.nuxeo.org/ecm/schemas/file/" name="file">
<content>
<encoding></encoding>
<mime-type>application/octet-stream</mime-type>
<data>cd1f161f.blob</data>
</content>
<filename>error.txt</filename>
</schema>
<schema xmlns="http://project.nuxeo.com/geide/schemas/uid/" name="uid">
<minor_version>0</minor_version>
<uid/>
<major_version>1</major_version>
</schema>
<schema xmlns="http://www.nuxeo.org/ecm/schemas/common/" name="common">
<icon-expanded/>
<icon/>
<size/>
</schema>
</document>

You can see that the generated document is containing one [system] section and one or more [schema] sections.
The system section contains all system (internal) document properties like document type, path, lifecycle state
and access control configuration. For each schema defined by the document type there is a schema entry which
contains the document properties belonging to that schema. The XSD schema that correspond to that schema
can be used to validate the content of the schema section. Anyway this is true only in the case of inlined blobs.
By default, for performance reasons, the blobs are put outside the XML file in their own file.

So instead of encoding the blob in the XML file a reference to an external file is preserved: cd1f161f.blob

Here is how the same blob will be serialized when inlining blobs (an option of the repository reader):

<schema xmlns="http://www.nuxeo.org/ecm/schemas/file/" name="file">


<content>
<encoding></encoding>
<mime-type>application/octet-stream</mime-type>
<data>
b3JnLmpib3NzLnJlbW90aW5nLkNhbm5vdENvbm5lY3RFeGNlcHRpb246IENhbiBub3QgZ2V0IGNv
bm5lY3Rpb24gdG8gc2VydmVyLiAgUHJvYmxlbSBlc3RhYmxpc2hpbmcgc29ja2V0IGNvbm5lY3Rp
[...]
</data>
</content>
<filename>error.txt</filename>
</schema>

31.1.2. Inlining Blobs


There is an option to inline the blob content in the XML file as a Base64 encoded text. This is less optimized
but this is the canonic format to export a document data prior to XSD validation of document schemas.

Of course this is less optimized than writing the raw blob data in external files but provides a way to encode the
entire document content in a single file and in a well known and validated format.

By default when exporting documents from the repository blobs are not inlined. To activate the inlining option

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you must set call the method on the DocumentModelReader you are using to fetch data from the repository:

reader.setInlineBlobs(boolean inlineBlobs);

31.2. Document Pipe


An export process is a chain of three sub processes:
1. fetching data from repository

2. transforming the data if necessary

3. writing the data to an external system

In the same way an import can be defined as a chain of three sub processes:
1. fetching data from external sources

2. transforming the data if necessary

3. writing the data into the repository

We will name the process chain used to perform imports and exports as a Document Pipe.

In both cases (imports and exports) a document pipe is dealing with the same type of objects:
1. A document reader

2. Zero or more document transformers

3. A document writer

So the DocumentPipe will use a reader to fetch data that will be passed through registered transformers and
then written down using a document writer.

See the API Examples for examples on how to use a Document Pipe.

31.3. Document Reader


A document reader is responsible to read some input data and convert it into a DOM representation. The DOM
representation is using the format explained in Document XML section. Currently dom4j Documents are used
as the DOM objects.

For example a reader may extract documents from the repository and to output it as XML DOM objects. Or it

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may be used to read files from a file system and convert them into DOM objects to be able to import them in a
Nuxeo repository.

To change the way document are extracted and transformed to a DOM representation you can implement your
own Document Reader. Currently Nuxeo provides several flavors of document readers:
1. Repository readers - these category of readers are used to extract data from the repository as DOM
objects. All of these readers are extending DocumentModelReader:

• SingleDocumentReader - this one reads a single document given its ID and export it as a dom4j
Document.

• DocumentChildrenReader - this one reads the children of a given document and export each one as
dom4j Document.

• DocumentTreeReader - this one reads the entire subtree rooted in the given document and export each
node in the tree as a dom4j Document.

• DocumentListReader - this one is taking as input a list of document models and export them as domj
Documents. This is useful when wanting to export a search result for example.

2. External readers used to read data as DOM objects from external sources like file systems or databases.
The following readers are provided:

• XMLDirectoryReader - read a directory tree in the format supported by Nuxeo (as described in Export
Format section). This can be used to import deflated nuxeo archives or hand created document
directories.

• NuxeoArchiveReader - read Nuxeo EP exported archives to import them in a repository. Note that
only zip archives created by nuxeo exporter are supported.

• ZipReader - read a zip archive and output DOM objects. This reader can read both Nuxeo zip archives
and regular zip archives (hand made). Reading a Nuxeo archive is more optimized - because Nuxeo
zip archives entries are added to the archive in a predefined order that makes possible reading the
entire archive tree on the fly without unziping the content of the archive on the filesystem first. If the
zip archive is not recognized as a Nuxeo archive the zip will be deflated in a temporary folder on the
file system and the XMLDirectoryReader will be used to read the content.

To create a custom reader you need to implement the interface org.nuxeo.ecm.core.api.io.DocumentReader

31.4. Document Writer


A document writer is responsible to write the documents that exit the pipe in a document store. This storage can
be a File System, A Nuxeo Repository or any database or data storage as long as you have a writer that supports
it.

The following DocumentWriters are provided by Nuxeo:

1. Repository Writers - These ones are writing documents to a Nuxeo repository. They are useful to
perform imports into the repository.

• DocumentModelWriter - writes documents inside a Nuxeo Repository. This writer is creating new
document models for each one of the imported documents.

• DocumentModelUpdater - writes documents inside a Nuxeo Repository. This writer is updating


documents that have the same ID as the imported ones or create new documents otherwise.

2. External Writers - are writers that write documents on an external storage. They are useful to perform
exports from the repository.

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• XMLDocumentWriter - writes a document as a XML file with blobs inlined.

• XMLDocumentTreeWriter - writes a list of documents inside a unique XML file with blobs inlined.
The document tags will be included in a root tag

<documents> .. </documents>

• XMLDirectoryWriter - writes documents as a folder tree on the file system. To read back the exported
tree you may use XMLDirectoryReader

• NuxeoArchiveWriter - writes documents inside a Nuxeo azip archive. To read back the archive you
may use the NuxeoArchiveReader

To create a custom writer you need to implement the interface org.nuxeo.ecm.core.api.io.DocumentWriter

31.5. Document Transformer


Document transformers are useful to transform documents that enter the pipe and before being sent to the
writer. This way you can remove, add or modify some properties from the documents, or other information
contained by the exported DOM object.

As documents are expressed as XML DOM objects you can also use XSLT transformations inside your
transformer.

To create a custom transformer you need to implement the interface


org.nuxeo.ecm.core.api.io.DocumentTransformer

31.6. API Examples


Performing exports and imports can be done by following these steps:
1. Instantiate a new DocumentPipe:

// create a pipe that will process 10 documents on each iteration


DocumentPipe pipe = new DocumentPipeImpl(10);

The page size argument is important when you are running the pipe on a machine different than the one
containing the source of the data (the one from where the reader will fetch data). This way you can fetch
several documents at once improving performances.

2. Create a new DocumentReader that will be used to fetch data and put it into the pipe. Depending on the
data you want to import you can choose between existing DocumentReader implementation or you may
write your own if needed:

reader = new DocumentTreeReader(docMgr, src, true);


pipe.setReader(reader);

In this example we use a DocumentTreeReader which will read an entire sub-tree form the repository
rooted in 'src' document.

The docMgr argument represent a session to the repository, the 'src' is the root of the tree to export and
the 'true' flag means to exclude the root from the exported tree.

3. Create a DocumentWriter that will be used to write down the outputed by the pipe.

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writer = new XMLDirectoryWriter(new File("/tmp/export"));


pipe.setWriter(writer);

In this example we instantiate a writer that will write exported data onto the file system as a folder tree.

4. Optionally you may add one or more Document Transformers to transform documents that enters the
pipe.

MyTransformer transformer = new MyTransformer();


pipe.addTransformer(transformer);

5. And now run the pipe ...

pipe.run();

31.6.1. Exporting data from a Nuxeo repository to a Zip archive

DocumentReader reader = null;


DocumentWriter writer = null;
try {
DocumentModel src = getTestWorkspace();
reader = new DocumentTreeReader(docMgr, root, true);
writer = new NuxeoArchiveWriter(new File("/tmp/export.zip"));
// creating a pipe
DocumentPipe pipe = new DocumentPipeImpl(10);
pipe.setReader(reader);
pipe.setWriter(writer);
pipe.run();
} finally {
if (reader != null) {
reader.close();
}
if (writer != null) {
writer.close();
}
}

31.6.2. Importing data from a Zip archive to a Nuxeo repository

DocumentReader reader = null;


DocumentWriter writer = null;
try {
DocumentModel src = getTestWorkspace();
reader = new ZipReader(new File("/tmp/export.zip"));
writer = new DocumentModelWriter(docMgr, "import-domain/Workspaces/ws");
// creating a pipe
DocumentPipe pipe = new DocumentPipeImpl(10);
pipe.setReader(reader);
pipe.setWriter(writer);
pipe.run();
} finally {
if (reader != null) {
reader.close();
}
if (writer != null) {
writer.close();
}
}

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31.6.3. Export a single document as an XML with blobs inlined.

DocumentReader reader = null;


DocumentWriter writer = null;
try {
DocumentModel src = getTestWorkspace();
reader = new SingleDocumentReader(docMgr, src);
// inline blobs
((DocumentTreeReader)reader).setInlineBlobs(true);
writer = new XMLDocumentWriter(new File("/tmp/export.zip"));
// creating a pipe
DocumentPipe pipe = new DocumentPipeImpl();
// optionally adding a transformer
pipe.addTransformer(new MyTransformer());
pipe.setReader(reader);
pipe.setWriter(writer); pipe.run();
} finally {
if (reader != null) {
reader.close();
}
if (writer != null) {
writer.close();
}
}

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Chapter 32. Nuxeo Event Service
This chapter presents the event model used in Nuxeo 5.2. For more informations about the differences between
this model (5.2-M4+) and the former model used in Nuxeo 5.1, please refer to last section.

32.1. Nuxeo event model

32.1.1. Event
When an event occurs in Nuxeo, an org.nuxeo.ecm.core.event.Event object is created and propagated.

Event is a lightweight object that consist of :


• a event name

• a timestamp

• some control flags

flags are used to give informations about the event nature and how it must be processed and forwarded ()

• an EventContext

provides informations on the context associated to the event when it was fired

32.1.2. EventContext
Each Event if always associated to an EventContext that holds information about the operation that triggered
the event.

Default implementation is very abstract to be very generic and reusable in a lot of situations. Basically en
EventContext holds :
• Arguments

represents arguments of the operation being processed when the event is fired (ordered list of
Serializable Objects)

• Properties

associates named properties that can be shared between sources of events and listeners

Because the document repository is one of the main sources of events, a DocumentEventContext
implementation is provided. DocumentEventContext hold :
• The core session used when the event was fired

(this is the first argument)

• Principal that was logged in when the event was fired

(this is the second argument)

• The source DocumenModel

(this is the third argument)

• An optional category

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(this is a named property)

• An optional comment

(this is a named property)

EventContext can be used to produce events :


DocumentEventContext ctx = new DocumentEventContext(getCoreSession(), getPrincipal(), sourceDocument);
Event event = ctx.newEvent("MyEvent");

32.1.3. EventListener
When an Event is fired, the EventService will call all EventListener in a row.

EventListeners are called synchronously and in an ordered way.

EventListeners have direct access to the original EventContext (CoreSession, User identity ...) and have the
possibility to alter this context. Typically an EventListener can intercept all document creation events and
automatically set some fields in the DocumenModel (ex: creation date).

EventListeners can be java classes or scripts.

32.1.4. Transactions and Events


Event firing and EventListeners execution always occur in the same transaction (if any) and in the original
context.

This means :
• EventListener must be fast

other wise all transaction may become slow

• EventListener can rollback the current transaction

either by throwing an unchecked Exception or by setting the ROLLBACK flag.

Events that occur in the same transaction are stacked in an EventBundle unless they are flagged INLINE.

When transaction commits, the associated EventBundle will be fired and stack will be cleaned. In non
transactional environment, events with the COMMI flag will play the role of placeholders.

Typically, if no JTA environment is available, all call to CoreSession.save() will fire the event "SAVE" that
will do a pseudo-commit on stacked events.

32.1.5. EventBundle
EventBundle represent the stack of events that have occurred in the same transaction.

And end of transaction, the bundle will be fired.

32.1.6. PostCommitEventListener
PostCommitListeners are notified when EventBundle are fired.

There are 2 types of PostCommitEventListeners :

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• Synchronous PostCommitEventListener

Execution occurs after the transaction commits, but before the call has returned to the client.

• Asynchronous PostCommitEventListener

Execution occurs after the transaction commits, and after the call has returned to the client.

It is important to understand that in both cases, each PostCommitEventListener is executed in a separated


transaction. Each PostCommitEventListener may commit or rollback without affecting other listeners and the
main transaction. In the case of asynchronous PostCommitEventListener, the EventContext is not exactly the
same as the original one, this is a reconstructed EventContext :
• Security context is switched to a System login

(but informations about the original Principal is conserved)

• The CoreSession that may be associated to EventContext is a System one

(since original user's CoreSession may have bee closed)

• Associated DocumentModels are "re-fetched" from the CoreSession

32.2. Using Events

32.2.1. Firing Events


Firing an event is very simple :

// get EventProdicer Service


EventProducer evtProducer = Framework.getService(EventProducer.class);
// prepare EventContext properties
Map<String, Serializable> props = new HashMap<String, Serializable>();
props.put("myinfo", "foo-bar");
// create simple EventContext
EventContext ctx = new InlineEventContext(principal, props);
// create the event from the context
Event event = ctx.newEvent(eventId);
// fire the event
evtProducer.fireEvent(event);

This example demonstrates firing of a simple event that won't be stacked in a bundle (not tied to any
transaction).

// Create EventContext bound to a Document related operation


DocumentEventContext ctx = new DocumentEventContext(session,principal, myDoc);
ctx.setCategory("MyEventCategory");
ctx.setComment("MyComment");
// prepare EventContext properties
Map<String, Serializable> props = new HashMap<String, Serializable>();
props.put("myinfo", "foo-bar");
ctx.setProperties(props);
// fire the event
producer.fireEvent(event);

This example demonstrates firing of a Document related event.

32.2.2. Contributing an EventListener

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Event listener are contributed via listener extension point of


org.nuxeo.ecm.core.event.EventServiceComponent.

Contributed listener can be :


• A java class

must implement the EventListener interface

• A script

Here is an example of a contributed EventListener is Java :


<extension target="org.nuxeo.ecm.core.event.EventServiceComponent" point="listener">
<listener name="myListener"
async="false"
postCommit="false"
class="com.myproject.listener.MySyncEventListener"
priority="140">
</listener>
</extension>

The async and postCommit attribute are not necessary since the java class interface already provides this
information.

Here is an example of a contributed EventListener is Java :


<extension target="org.nuxeo.ecm.core.event.EventServiceComponent" point="listener">
<listener name="myScriptListener"
async="false"
postCommit="false"
script="script/listener.groovy"
priority="145">
</listener>
</extension>

In this case, the async and postCommit attribute are necessary. The groovy script will receive as input the
Event.

32.2.3. Contributing a PostCommitEventListener


PostCommitEventListener are contributed in the same way that EventListener, using the same extension point.
The EventService will determine that the listener is a PostCommitEventListener based on :
• The interface of the contributed java class

Interface PostCommitEventListener

• the async and postcommit attribute.

Exactly like for synchronous EventListener, PostCommitEventListener can be a Java class or a script.

On contrary of synchronous EventListeners, PostCommitEventListener will receive an EventBundle


(containing all events associated to a transaction), instead of a single Event.

Here is an example of a contributed PostCommitEventListener is Java :


<extension target="org.nuxeo.ecm.core.event.EventServiceComponent" point="listener">
<listener name="myAsyncListener"
async="false"
postCommit="true"
class="com.myproject.listener.MyAsyncEventListener"
priority="140">
</listener>
</extension>

The postCommit flag is not really useful since the java interface already defines the listener as PostCommit.
The async flag is used to define if the PostCommitListener should be processed before or after returning the
call to the client.

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32.3. JMS and Nuxeo Events

32.3.1. JMS integration


JMS can be used to relay events from one JVM to other JVMs hosting Nuxeo Components. If a multi-server
deployment is used, it allow to have an async PostCommitEventListener running on one JVM even if the event
was fired on another JVM.

In multi-JVM deployment scenarios, the EventService must be deployed on each JVM.

Separated instances of the EventService will be linked via the JMS bus.

The bridge is done with 2 additionnal bundles :


• nuxeo-core-event-jms

PostCommitEventListener that forwards EventBundle to a JMS Topic.

• nuxeo-platform-event-dispatcher

MessageDrivenBean that intercepts JMS message, recustructuc the EventBundle and associated context
and fire the EventBundle in the local EventService.

In order to avoid any loop or duplicated EventListener execution :


• nuxeo-core-event-jms never process EventBundle that have already been relayed via JMS

• nuxeo-platform-event-dispatcher only process EventBundle comming from another JMV

32.3.2. Enabling JMS bridge


In default mono-JVM Nuxeo Bundle, the JMS bridge is not deployed and not activated.

In order to activate the JMS bridge you have to deploy nuxeo-core-event-jms and
nuxeo-platform-event-dispatcher.

If you want to force JMS usage in mono-JVM deployment, you can add org.nuxeo.ecm.event.forceJMS=true in
nuxeo.properties.

32.3.3. From 5.1 event model to 5.2

32.3.3.1. Main differences

The API for sending an event is now far more simple in the new model:
• Only one API in 5.2

• There was 2 APIs in the 5.1

One for Core Events and one for JMS events

Writing an asynchronous eventListener is also simpler :


• no need a write a MessageDrivenBean

• no need to handle Authentication and Repository initialization

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• no need to handle transactions


One of the key benefit of the refactoring, is that JMS is no longer a required dependency : you can have
asynchronous listeners without JMS. This means :
• we can embed more services in a WebEngine/Jetty package

• you can now easily test your eventListeners in JUnit without needing JMS/MDB setup

32.3.3.2. About compatibility

A bundle nuxeo-core-event-compat is provided. When deployed, this bundle will :


• to run "old style" CoreEventListeners

• to enable JMS forwarding on the 5.1 JMS Topic


This means that with this compatibility module, you can run old CoreEventListeners and MessageDrivenBeans.

For sending JMS events using the old API, you will need to deploy nuxeo-platform-events-api

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Chapter 33. Experimental Topics

33.1. Introduction
This chapter is provided to document experimental features that are being introduced in the current
development branch (Nuxeo 5.2-SNAPSHOT).

This content is likely to move to other places after some time.

Note
Your feedback is welcome! If you have use cases and want to help with the development of these
technologies, please join the ECM mailing list or the forum.

33.2. Runtime Support for Scripting Languages

33.2.1. Introduction
Preliminary, yet powerful, support for scripting in Nuxeo Runtime has been recently added. This makes
scripting available from all Nuxeo’s platform. Thanks to this new feature, you can easily uses script from your
custom components. This can be very useful for a lot of use cases, like:
• dynamic rules (scripting language as DSLs)

• easily modifiable behaviors

• light and powerful configuration / customization

• etc.
Scripts have access to the whole API thanks to Java scripting integration (JSR-223).

Moreover, scripts can also be run remotely thanks to the Nuxeo Runtime command line. This allows you to
create a script on your administration machine, launch it on the remote platform and get the result back. It
makes scripting a killer-feature for administration scripts (ex: expire content, bulk content modification, bulk
refactoring of the content repository layout, etc.).

33.2.2. Supported languages


I’ve just integrated scripting support through JSR 223 in nuxeo. This was integrated as a new project
nuxeo-runtime-scripting which is in SVN but it is was not yet added in the nuxeo.ear build (neither in
runtime SVN module).

For now only these scripting engines have been integrated:


• Jexl

• JRuby

• Jython

• Groovy

• JavaScript (Rhino)

If needed more will be added later (like PHP for example).

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33.2.3. Running a Script


You can run scripts in nuxeo in 3 different ways:
• Put the script inside the nuxeo.ear/script directory (you should define this directory through a runtime
variable). Then from the Java code you can do:
Framework.getService(ScriptingService.class).eval("my_script.js");

where my_script.js is the script path relative to the script directory.

Or you can use the JSR 322 API:


ScriptEngineManager factory = new ScriptEngineManager();
ScriptEngine engine = factory.getEngineByName("js");
engine.eval("absolute/path/to/my_script.js");

• Let the script inside your .jar and register it under using name as a script component. Then you can run
the script as follow:
Framework.getService(ScriptingService.class).getScript("myScript").eval();

This method caches the compiled script so it is only supported for languages that support compilation
(currently all the engines that comes in Nuxeo).

• Run a script from remote :)

This can be used for debug, testing or administration. You write a script locally then you run it against a
remote Nuxeo EP server. The script will be send to the server and executed on the server then the server
will return the result (including STDOUT and STDERR) to the client.

For security reason this feature can be disabled using a runtime property on the server.

Here is an example on how you can run a remote script:


ScriptingClient client = new ScriptingClient("localhost", 62474);
URL src = RemoteTest.class.getClassLoader().getResource("test.js");
RemoteScript script = client.loadScript(src);
script.eval();

For the following JavaScript script:


importPackage(java.lang);
importPackage(org.nuxeo.runtime);
importPackage(org.nuxeo.runtime.api);
importPackage(org.nuxeo.runtime.model);
runtime = Framework.getRuntime();
name = runtime.getName();
version = runtime.getVersion();
desc = runtime.getDescription();
println("Remote runtime: "+name+" v."+version);
println(desc);
println("---------------------------------------");
println("Registered components:");
println("---------------------------------------");
regs = runtime.getComponentManager().getRegistrations();
for (var i=0, size=regs.size(); i<size; i++){
println(regs.get(i).getName());
}

The following will be printed on the STDOUT of the client:


Remote runtime: OSGi NXRuntime v.1.4.0
OSGi NXRuntime version 1.4.0
---------------------------------------
Registered components:
---------------------------------------

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service:org.nuxeo.ecm.core.api.DocumentAdapterService
service:org.nuxeo.ecm.core.repository.RepositoryService
service:org.nuxeo.runtime.remoting.RemotingService
service:org.nuxeo.runtime.EventService
service:org.nuxeo.ecm.platform.login.LoginConfig
...

So, this new feature can be used to write pure script based Nuxeo components. Also in future I will try to
configure Tomcat to be able to run scripts inside servlets. This means to be able to write web pages in PHP or
other supported language for Nuxeo EP ;-)

If you're willing to leverage these new scripting features in your own applications and explore new ways to use
scripting to make balance "enterprise" with "agile" in the ECM field, please join the list or the forum and start
contributing.

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Part IV. SOA, Web Services and various
integration solutions

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Chapter 34. The Nuxeo Restlet API
Nuxeo integrates the Restlet framework to provide an easy way to contribute new REST API on top of the
platform.

34.1. Restlet Integration


The REST API provides an easy way to call Nuxeo services from an external application. Even if REST is a
very simple concept, we choose to leverage an existing REST framework to provide an REST API on top of
Nuxeo. The selected framework is Restlets (http://www.restlet.org/) that provides a lightweight and flexible
REST framework. The Nuxeo REST integration API (org.nuxeo.ecm.platform.ui.web.restAPI) provides:
• A runtime service to contribute new restlets

• Base classes for new restlets

• A main servlet that handles the routing between restlets

• An integration with the Nuxeo API and Seam context


To implement a restlet you simply have to implement the Restlet interface.

34.1.1. Restlet types in Nuxeo 5


Nuxeo 5 defines 3 different types of restlets :
• Stateless restlets

No integration with Seam and no state management. This is the original logic of Restlet.

You can use BaseStalessNuxeoRestlet as base class that provides helpers for accessing main services
(like the repository).

• Seam-aware restlets

For restlet declared as Seam-aware, the Nuxeo Restlet servlet initializes the Seam context before
executing the restlet. Thanks to this initialization your restlet can use injection (@In) to access the Seam
context. This solution gives you the possibility of using existing Seam components. You don't have to
use Service Platform API to access the service since you can access Seam delegates for that.

You can use BaseNuxeoRestlet that provides helper API for error handling, security and URL
management.

• Conversation-aware restlets

The are Seam restlets that are tied to a Seam conversation. For these restlets, the Seam context
initialization is done in order to setup the current Conversation. Conversational restlets must be called
with a conversationId as parameter.

Conversational restlet can be used if you need to access the current Seam context associated with a
browser session. Typically this is what is used by the Firefox helper to upload files.

You can use BaseNuxeoRestlet that provides helper API for error handling, security and URL
management.

34.1.2. Restlet URL and parameters mapping


All restlets are bound to one or more URL patterns. These URLs patterns are used by Nuxeo RestletServlet
to determine which restlet needs to receive the call.

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When defining URLs you can use {} to have parts of the URL that will be converted as parameters.

For example :

/{repo}/{docid}/{filename}/upload

will define a URL pattern with 4 parts and you will have access from within your code to 3 parameters: repo,
docId and filename.

These parameters can be used via Restlet API :

req.getAttributes().get("repo");

You can also access the standard GET/POST parameters via

req.getResourceRef().getQueryAsForm().getFirstValue("SomeParameter");

34.1.3. Contributing a new restlet


Contributing a new restlet is quite simple.

The first thing to do is to write a new restlet: you can either implement the Restlet Interface "by hand" or just
inherit from BaseNuxeoRestlet or BaseStatelessNuxeoRestet.

Once your class is written, you need to contribute to the restlets extension point exposed by
org.nuxeo.ecm.platform.ui.web.restAPI.service.PluggableRestletService.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.ui.web.restAPI.contrib">
<extension
target="org.nuxeo.ecm.platform.ui.web.restAPI.service.PluggableRestletService"
point="restlets">
<restletPlugin
name="upload"
class="org.nuxeo.ecm.platform.ui.web.restAPI.UploadRestlet"
enabled="true"
useSeam="true"
useConversation="false">
<urlPatterns>
<urlPattern>/{repo}/{docid}/{filename}/upload</urlPattern>
</urlPatterns>
</restletPlugin>
...

The useSeam and useConversation flags define how the Nuxeo Restlet servlet will handle the call.

34.2. Nuxeo default restlets


Nuxeo comes by default with very simple restlet that can be seen as samples.

34.2.1. Browse restlet


The Browse restlet is a simple way to navigate into the repository via REST.

A typical call to list content of default repository would be :


http://127.0.0.1:8080/nuxeo/restAPI/default/*/browse

If you need to browse the document 95ce52b2-6959-4afa-bc63-396096b376b4 a typical call would be :


http://127.0.0.1:8080/nuxeo/restAPI/default/95ce52b2-6959-4afa-bc63-396096b376b4/browse

Typical output for this restlet would be:


<document title="2fbf878d-9c2f-42c6-acbb-ea339ce15615"
type="Root"

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id="2fbf878d-9c2f-42c6-acbb-ea339ce15615"
url="/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615">
<document title="Default domain"
type="Domain"
id="95ce52b2-6959-4afa-bc63-396096b376b4"
url="/default/95ce52b2-6959-4afa-bc63-396096b376b4"/>
</document>

This restlet uses Seam in order to have documentManager injected (this is not a need but rather a simple way of
accessing the repository without using the Service API)

Browse restlet registration looks like this:


<restletPlugin
name="browse"
class="org.nuxeo.ecm.platform.ui.web.restAPI.BrowseRestlet"
enabled="true"
useSeam="true">
<urlPatterns>
<urlPattern>/{repo}/{docid}/browse</urlPattern>
</urlPatterns>
</restletPlugin>

34.2.2. Export restlet


This restlet is a simple REST frontend on top of IO core service. This can be used to export a document or a
document tree as XML.

A typical call would be :


• http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/export

to export the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615 as XML

• http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/export?format=ZIP

to export the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615 as a ZIP archive

• http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/exportTree

to export the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615 and all its children as a Zip Archive

• http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/exportTree?format=XML

to export the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615 and all its children as XML

This restlet uses Seam in order to have documentManager injected (this is not a need but rather a simple way of
accessing the repository without using the Service API)

Export restlet registration looks like this:


<restletPlugin
name="export"
class="org.nuxeo.ecm.platform.ui.web.restAPI.ExportRestlet"
enabled="true"
useSeam="true">
<urlPatterns>
<urlPattern>/{repo}/{docid}/export</urlPattern>
<urlPattern>/{repo}/{docid}/exportSingle</urlPattern>
<urlPattern>/{repo}/{docid}/exportTree</urlPattern>
</urlPatterns>
</restletPlugin>

34.2.3. Lock restlet


This restlet provide a REST API for Lock Management.

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A typical call would be:


• GET
http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/Locking/status

to get Lock status of the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615

• GET http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/Locking/lock

or

LOCK http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/Locking

to Lock status the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615

• GET
http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/Locking/unlock

or

UNLOCK http://127.0.0.1:8080/nuxeo/restAPI/default/2fbf878d-9c2f-42c6-acbb-ea339ce15615/Locking

to Unlock status the document 2fbf878d-9c2f-42c6-acbb-ea339ce15615

This restlet is stateless and uses Nuxeo Service API

Lock restlet registration looks like this


<restletPlugin
name="locking"
class="org.nuxeo.ecm.platform.ui.web.restAPI.LockingRestlet"
enabled="true"
useSeam="false"
useConversation="false">
<urlPatterns>
<urlPattern>/{repo}/{docid}/Locking</urlPattern>
</urlPatterns>
</restletPlugin>

34.2.4. Plugin upload restlet


This restlet provides a REST API for file upload that is used by the Firefox helper.

A typical call would be:


• POST
http://127.0.0.1:8080/nuxeo/restAPI/default/e5125b5e-8b9e-43bd-8959-7e7e5caf2a1b/pluginUpload/myfolder/myfile

to upload a file

This restlet uses Seam conversation.

pluginUpload restlet registration looks like this


<restletPlugin
name="pluginUpload"
class="org.nuxeo.ecm.platform.ui.web.restAPI.PluginUploadRestlet"
enabled="true"
useSeam="true"
useConversation="true">
<urlPatterns>
<urlPattern>/{repo}/{docid}/pluginUpload</urlPattern>
</urlPatterns>
</restletPlugin>

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34.3. Nuxeo RestPack


The RestPack is an additional component for Nuxeo EP that provides additional restlets on top of Nuxeo
Services.

The primary goal of the RestPack is to provide the needed RestAPI to build simple JSR168 portlets (like search
portlets) that communicate with Nuxeo via HTTP/XML.

34.3.1. Installing the RestPack


You can download the RestPack from Nuxeo download site or build it from source.

To deploy the module, just copy the jar file in nuxeo.ear/system folder and restart you JBoss

34.3.2. Restlets included in the RestPack

34.3.2.1. Vocabulary Restlet

The Vocabulary restlet exports as XML the content of a given vocabulary

Sample call :

GET http://127.0.0.1:8080/nuxeo/restAPI/vocabulary/{vocName}/

parameters
• {vocName}

Name of the vocabulary to export, must be last part of QueryPath

• lang

GET (QueryString) parameter used to set language used to generate the labels

Sample calls
• http://127.0.0.1:8080/nuxeo/restAPI/vocabulary/subject?lang=en

<entries>
<entry id="arts" label="label.directories.subject.arts" translatedLabel="Arts"/>
<entry id="business" label="label.directories.subject.business" translatedLabel="Business"/>
<entry id="computers" label="label.directories.subject.computers" translatedLabel="Computers"/>
...

• http://127.0.0.1:8080/nuxeo/restAPI/vocabulary/continent_country?lang=en

<entries>
<entry id="africa" label="label.directories.continent.africa" translatedLabel="Africa">
<entry id="Algeria" label="label.directories.country.Algeria" translatedLabel="Algeria" parent="africa"/>
<entry id="Angola" label="label.directories.country.Angola" translatedLabel="Angola" parent="africa"/>
<entry id="Benin" label="label.directories.country.Benin" translatedLabel="Benin" parent="africa"/>
<entry id="Botswana" label="label.directories.country.Botswana" translatedLabel="Botswana" parent="africa"/>
<entry id="Burkina_Faso" label="label.directories.country.Burkina_Faso" translatedLabel="Burkina Faso" parent="a
<entry id="Burundi" label="label.directories.country.Burundi" translatedLabel="Burundi" parent="africa"/>
<entry id="Cameroon" label="label.directories.country.Cameroon" translatedLabel="Cameroon" parent="africa"/>
...

34.3.2.2. Syndication Restlet

Export as RSS or ATOM the list of children document of the targeted container

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Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/{repoId}/{docId}/{format}

Parameters:
• {repoId}

Name of the target repository (use default on a standard installation)

• {docId}

DocumentRef of the target container (use the docId present in the standard nuxeo URL when browsing
the webapp)

• {format}

Defines the syndication format: rss or atom

34.3.2.3. Workflow Tasks Restlet

Export user's workflow tasks as XML or ATOM

Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/workflowTasks/{repoId}/?format=XML/ATOM

Parameters:
• {repoId}

Name of the target repository (use default on a standard installation)

• format

Defines the export format: xml or atom

Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/workflowTasks/default/?format=xml

<nxt:tasks>
<nxt:category category="None">
<nxt:task name="review" workflowType="document_review_approbation" author="Administrator" startDate="2007-10-0
</nxt:category>
</nxt:tasks>

34.3.2.4. Query for Workflow Tasks Restlet

Export user's workflow tasks that match the query as XML or ATOM

Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/queryForWorkflowTask/{repoId}/?format=XML/ATOM&workflowRequest=author&

Parameters:
• {repoId}

Name of the target repository (use default on a standard installation)

• format

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Defines the export format: xml or atom

• workflowRequest

Defines the workflow item attribute to compare for the query. Please refer to the WorkItem Filter.

• comparisonType

Defines the type of comparison. Please refer to the WorkItem Filter.

• workItemFromUser

If is true add filter that match WorkItem initiated by the user

• canManage

If true add filter that match workItems that the participant has a direct action to perform

Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/workflowTasks/default/?format=xml

<nxt:tasks>
<nxt:category category="None">
<nxt:task name="review" workflowType="document_review_approbation" author="Administrator" startDate="2007-10-0
</nxt:category>
</nxt:tasks>

http://localhost:8080/nuxeo/restAPI/queryForWorkflowTask/default/?workflowRequest=author&comparisonType=0&work

Get work item tasks that the user initiate and is pending for the next user.

34.3.2.5. QueryModel Restlet

Execute a search via QueryModel and returns DocumenList as XML/RSS/ATOM/JSON

Sample call :

http://127.0.0.1:8080/nuxeo/restAPI/execQueryModel/{queryModelName}

Parameters:
• {queryModelName}

Name of the QueryModel to execute

• format

Defines the export format: XML, Atom, RSS or JSON. This parameter is set as a QueryString parameter

• page

Defines the page number you want in the result. This parameter is set as a QueryString parameter

• ascending

Defines ordering ascending: true/false. This parameter is set as a QueryString parameter

• criteria

Defines ordering columns used for sorting. This parameter is set as a QueryString parameter

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• columns

Defines the columns you want to be included in the resultset. This parameter is set as a QueryString
parameter

This parameter is a simple string containing schema.fieldName tokens separated by "," . The only special
field is url. Default value is : dublincore.title,dublincore.description,url

• QueryModel parameters

For stateless QueryModels, you have to specify the parameters via QP1, QP2 ... (only ordering is
important). If you have more than 9 parameters, you should name them QP01, QP02, ..., QP09, QP10,
etc.

The value $USER is automatically replaced by the name of the current User :

http://127.0.0.1:8080/nuxeo/restAPI/execQueryModel/USER_DOCUMENTS?QP1=$USER

For stateful QueryModels, you have to specify the parameters as fieldName=FieldValue

Sample call:

http://127.0.0.1:8080/nuxeo/restAPI/execQueryModel/USER_DOCUMENTS?QP1=$USER&format=JSON

[
{
"title": "nouveau-fichier",
"description": null,
"url": "nxdoc/default/452c122d-07de-422b-b448-b0fef9534a62/view_documents",
"id": "452c122d-07de-422b-b448-b0fef9534a62"
},
{
"title": "Setup",
"description": null,
"url": "nxdoc/default/ae03f7bf-9967-4b5b-b37b-807fd40a6ec7/view_documents",
"id": "ae03f7bf-9967-4b5b-b37b-807fd40a6ec7"
},
{
"title": "cps",
"description": null,
"url": "nxdoc/default/2bad93ca-188f-4ea0-a585-9540a6ed6581/view_documents",
"id": "2bad93ca-188f-4ea0-a585-9540a6ed6581"
},
{
"title": "testMe",
"description": null,
"url": "nxdoc/default/e4de81a9-95e8-49ff-9146-e020f99b8bb8/view_documents",
"id": "e4de81a9-95e8-49ff-9146-e020f99b8bb8"
} ... ]

http://127.0.0.1:8080/nuxeo/restAPI/execQueryModel/USER_DOCUMENTS?QP1=$USER&format=XML&page=1

<results>
<pages pages="3" pageNumber="1"/>
<document id="a3154f03-6baa-4d7d-8bac-579d52a8d304" title="ssl-uil2-service"
url="nxdoc/default/a3154f03-6baa-4d7d-8bac-579d52a8d304/view_documents"/>
<document id="e2b26d9a-9140-44f1-ae23-4ad7866911c0" title="build"
url="nxdoc/default/e2b26d9a-9140-44f1-ae23-4ad7866911c0/view_documents"/>
<document id="bf7de6df-bca1-4d29-8e26-5019ced696fd" title="jboss-service"
url="nxdoc/default/bf7de6df-bca1-4d29-8e26-5019ced696fd/view_documents"/>
<document id="439a11e8-642d-41f7-ae0f-4ef4d7303d79" title="postgres-jdbc2-service"
url="nxdoc/default/439a11e8-642d-41f7-ae0f-4ef4d7303d79/view_documents"/>
<document id="467745db-565d-4350-953f-b2fa03733406" title="oil-service"
url="nxdoc/default/467745db-565d-4350-953f-b2fa03733406/view_documents"/>
<document id="44a2441e-e265-4fee-ad17-9ec24245cccf" title="jbossmq-state"
url="nxdoc/default/44a2441e-e265-4fee-ad17-9ec24245cccf/view_documents"/>
<document id="8d7e3077-a3be-4d6c-806c-aa97816821e2" title="oracle-jdbc2-service"
url="nxdoc/default/8d7e3077-a3be-4d6c-806c-aa97816821e2/view_documents"/>
<document id="b431ad04-3439-441e-826b-48b5f0f0c1c8" title="as400-jdbc2-service"
url="nxdoc/default/b431ad04-3439-441e-826b-48b5f0f0c1c8/view_documents"/>
<document id="e146c6b2-a315-4788-9bbe-5f1fc79c18ac" title="mssql-jdbc2-service"
url="nxdoc/default/e146c6b2-a315-4788-9bbe-5f1fc79c18ac/view_documents"/>
<document id="b109a672-5ebd-4a01-8a86-79e2430c2f07" title="file-state-service"
url="nxdoc/default/b109a672-5ebd-4a01-8a86-79e2430c2f07/view_documents"/>
</results>

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http://127.0.0.1:8080/nuxeo/restAPI/execQueryModel/USER_DOCUMENTS?QP1=$USER&format=XML&page=1&colu

<results>
<pages pages="3" pageNumber="1"/>
<document id="a3154f03-6baa-4d7d-8bac-579d52a8d304" icon="/icons/note.gif" title="ssl-uil2-service"/>
<document id="e2b26d9a-9140-44f1-ae23-4ad7866911c0" icon="/icons/note.gif" title="build"/>
<document id="bf7de6df-bca1-4d29-8e26-5019ced696fd" icon="/icons/note.gif" title="jboss-service"/>
<document id="439a11e8-642d-41f7-ae0f-4ef4d7303d79" icon="/icons/note.gif" title="postgres-jdbc2-service"/>
<document id="467745db-565d-4350-953f-b2fa03733406" icon="/icons/note.gif" title="oil-service"/>
<document id="44a2441e-e265-4fee-ad17-9ec24245cccf" icon="/icons/note.gif" title="jbossmq-state"/>
<document id="8d7e3077-a3be-4d6c-806c-aa97816821e2" icon="/icons/note.gif" title="oracle-jdbc2-service"/>
<document id="b431ad04-3439-441e-826b-48b5f0f0c1c8" icon="/icons/note.gif" title="as400-jdbc2-service"/>
<document id="e146c6b2-a315-4788-9bbe-5f1fc79c18ac" icon="/icons/note.gif" title="mssql-jdbc2-service"/>
<document id="b109a672-5ebd-4a01-8a86-79e2430c2f07" icon="/icons/note.gif" title="file-state-service"/>
</results>

34.4. Nuxeo WebEngine Restlets


WebEngine is a new way to develop Restlets inside Nuxeo using the new specification JAX-RS.

Several restlets powered by WebEngine are already available, lets look at


http://doc.nuxeo.org/xwiki/bin/view/Main/WebEngineTutorial to learn how to use them.

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Chapter 35. Nuxeo HTTP client
Nuxeo HTTP client is a simple helper library to encapsulate restlets calls to Nuxeo platform

Even if you can easily use restlet by directly manipulating HTTP Request (this is one of the purpous of REST),
if you use Java on the client side, you may choose to use Nuxeo HTTP client.

The client lib provides two main features:


• Encapsulate restlet HTTP client library

• Encapsulate Nuxeo authentication

35.1. HTTP Client Library


The library mainly encapsulate the Restlet Client API.

The main service object is a NuxeoServer that provides attribute configuration and call methods:
NuxeoServer nxServer = new NuxeoServer("http://127.0.0.1:8080/nuxeo");
nxServer.setAuthType(NuxeoServer.AUTH_TYPE_BASIC);
nxServer.setBasicAuthentication("Administrator", "Administrator");
List<String> pathParams = Arrays.asList("vocabulary", "country");
Representation res = nxServer.doRestletGetCall(pathParams, null);

35.2. HTTP client authentication


For authentication, the HTTO client library proposes 2 implementations:
• Basic Authentication

Classic Web Authentication

• Shared Secret Authentication

Designed to be able to impersonate calls

The shared Secret Authentication depends on an additional authentication plugin that needs to be deployed on
Nuxeo side: nuxeo-platform-login-portal-sso.

This authentication system is based on a shared secret between the client and Nuxeo server: you need to
configure this shared secret in the configuration file of the server side module, and also to pass this secret to the
client http lib. Thanks to this shared secret the client will send the login name and a digest token that will be
used to execute the request on the behalf of the login user

A typical use case is a JSR 168 portlet that fetches data from Nuxeo EP. The data retrieval must be done on
behalf of the connected user (request.getPrincipal()). This allows a portlet to display user's workspaces list,
or last documents without the portlet having to know the password of the user.

The authentication token sent between the client is based on the shared secret, the user login, a random data and
a timestamp. Although this should be secure enough for most needs, this trusted communication between a
client application and a Nuxeo server should not be done on a HTTP connection that uses public Internet.

Here is a sample call:


NuxeoServer nxServer = new NuxeoServer("http://127.0.0.1:8080/nuxeo");
nxServer.setAuthType(NuxeoServer.AUTH_TYPE_SECRET);

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nxServer.setSharedSecretAuthentication("JDoe","nuxeo5secretkey");
List<String> pathParams = Arrays.asList("execQueryModel","USER_DOCUMENTS");
Map<String, String> queryParams = new HashMap<String, String>();
queryParams.put("QP1", "$USER");
queryParams.put("format", "JSON");
Representation res = nxServer.doRestletGetCall(pathParams, queryParams);

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Chapter 36. Web services
You will find the list of deployed J2EE compatible web services on your host at the following location:
http://localhost:8080/jbossws. From there you can view all the web services descriptions (WSDL files).

36.1. Audit web service


This web service enable to query all logged events.

TODO: verbose

36.2. Remoting web service


TODO: verbose

36.3. Indexing gateway service


Nuxeo EP provides a WebService API that enables an external indexer to index the documents that are inside
the Nuxeo repository. In this scenario, Nuxeo keeps it's internal indexing backend, and may continue to use it
for search.

This service is provided as an addon called nuxeo-platform-indexing-gateway that need to be deployed in


the nuxeo.ear/plugins directory.

The data exchange between the external indexer and Nuxeo is done in a pull mode: the external indexer queries
Nuxeo for new documents to index.

Here is a simple summary of the responsibilities between the external indexer and Nuxeo server:

Externalindexer:
• query nuxeo to know what document may be indexed

• query nuxeo to get document informations

• manages indexing configuration

Nuxeo:
• provides an API to browse repository

• provides an API to know what documents needs to be indexed

• may include some transformation of data before exportation to make

• external indexer easier (like ACP/ACL/ACE preprocessing) may notify external indexer that some data
need to be (re)indexed

36.4. Metro web services


The WS stack used is Metro 1.4. The stack is deployed by default by running "ant patch" in the nuxeo sources
directory. It also removes the default JBoss WS stack. Some examples on how to set up such web services can
be found at http://hg.nuxeo.org/sandbox/nuxeo-platform-webservice-example/

The README.txt should be a good start.

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Chapter 37. Nuxeo JSR 168 Integration

37.1. Overview

37.2. Testing Nuxeo Portlets

37.2.1. Prerequisites
We will assume that a JBoss is installed in /opt/jboss, and a Nuxeo platform is deployed on it.

37.2.1.1. Install the restPack project

The nuxeo-platform-restPack project contains some useful restlets, including the sample restlet used in the
following project. You need to install it in your deployed Nuxeo EP.

Checkout the sources of the nuxeo-platform-restPack project:


svn co https://svn.nuxeo.org/nuxeo/nuxeo-addons/nuxeo-platform-restPack/trunk nuxeo-platform-restPack

Then, go into the newly created folder, build the project and copy the new .jar:

mvn clean package


cp target/nuxeo-platform-restPack-VERSION.jar /opt/jboss/server/default/deploy/nuxeo.ear/system

Restart JBoss

37.2.1.2. Authentication

To enable the authentication between the portlet and the Nuxeo server, you need to install the
nuxeo-platform-login-portal-sso project in your deployed Nuxeo EP.

Checkout the sources of the nuxeo-platform-login-portal-sso project:

svn co https://svn.nuxeo.org/nuxeo/nuxeo-addons/nuxeo-platform-login-portal-sso/trunk \
nuxeo-platform-login-portal-sso

To configure the authentication, edit the Sample-Portal-SSO-descriptor-bundle.xml file located in the


Sample folder. Then, copy it in the config folder of your deployed Nuxeo EP.

cp Sample/Sample-Portal-SSO-descriptor-bundle.xml /opt/jboss/server/default/deployed/nuxeo.ear/config

Then, go into the newly created folder, build the project and copy the new .jar:

mvn clean package


cp target/nuxeo-platform-login-portal-sso-VERSION.jar \
/opt/jboss/server/default/deploy/nuxeo.ear/system

Restart JBoss

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37.2.2. Generate a sample project with nuxeo-archetype-portlet archetype

37.2.2.1. Install the archetype

Before creating a new project, you first need to install nuxeo-archetype-portlet on your local repository.

Checkout the sources:

svn co http://svn.nuxeo.org/nuxeo/org.nuxeo.archetypes/nuxeo-archetype-portlet/trunk \
nuxeo-archetype-portlet

Then, install the archetype on your local repository:

mvn clean install

37.2.2.2. Create a new project

To create a new project named my-portlet in the com.company.sandbox area:

mvn archetype:create -DartifactId=my-portlet -DgroupId=com.company.sandbox \


-DarchetypeArtifactId=nuxeo-archetype-portlet \
-DarchetypeGroupId=org.nuxeo.archetypes \
-DarchetypeVersion=1.0-SNAPSHOT

There are two arguments:

• ArtifactId: usually the name of your project, with '-' to separate the words if there are many

• GroupId: the domain name of your project. Usually the package parent name of your classes.

Maven should have generated the following source layout:

my-portlet
|-- pom.xml
`-- src
`-- main
|-- java
| `-- com
| `-- company
| `-- sandbox
| `-- portlet
| `-- sample
| `-- NuxeoSamplePortlet
|-- resources
| `-- org
| `-- nuxeo
| `-- portlet
| `-- sample
| `-- i18n
| |-- SamplePortletMessages_en.properties
| `-- SamplePortletMessages_fr.properties
|
`-- webapp
|-- index.jsp
`-- WEB-INF
|-- portlet.xml
|-- web.xml
|-- jsp
| |-- edit.jsp
| |-- sampleHelp.jsp
| `-- sampleView.jsp
`-- tld
|-- c.tld
|-- fmt.tld
`-- fn.tld

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37.2.3. Test the newly created portlet


Right now, you can build the portlet, but it won't deploy on Jahia. In fact, portlet.xml still references the
wrong class.

Edit portlet.xml and find the line:


<portlet-class>org.nuxeo.portlet.sample.NuxeoSamplePortlet</portlet-class>

In our example, the class is now in the package com.company.sandbox.portlet.sample, change the line to
reference the right class:
<portlet-class>com.company.sandbox.portlet.sample.NuxeoSamplePortlet</portlet-class>

You can now build the portlet and deploy it on Jahia. In your project folder:

mvn clean package


cp target/my-portlet.war /opt/jahia/tomcat/webapps/jahia/WEB-INF/var/new_webapps

Just wait a few seconds that Jahia finds your new portlet and deploys it. Then, go to Jahia and add the portlet.
Go to the edit page of the portlet and fill the different informations (like Nuxeo Server URL, UserName,
Password, ...).

When all is configured, write your name and send it. You should have "Hello your_name!" as response.

37.3. Developping Nuxeo Portlets

37.3.1. NuxeoPortlet class


Using NuxeoPortlet as base class make easier the developement of Portlets which have to communicate with
Nuxeo EP.

NuxeoPortlet has some useful methods:

• error handling

• call a restlet on the configured NuxSeo server

• global preferences handling (informations stored in global preferences are shared with all the users of the
portlet)

37.3.2. Project from nuxeo-archetype-portlet archetype


If you use the archetype to make your project, you will have some default behaviors:

• an administrator role is already defined (in web.xml and portlet.xml), so you can link, for instance, Jahia
administrator role to your portlet administrator role. In your code, use the method isAdministrator()
from NuxeoPortlet class to know if the current user is an administrator or not.

• a basic, but with all the informations needed to connect to a Nuxeo EP, edition page for the portlet is
already done. All the informations are stored in global preferences for the portlet (through the
getGlobalPreferences() and saveGlobalPreferences() methods). That means you can allow only
administrators to modify these preferences, but they will be shared with all the users. You can of course

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Nuxeo JSR 168 Integration

create your own edition page and override the default behaviour.

• the action requests are dispatched in convenient methods, depending of the portlet mode. For instance, in
the class NuxeoSamplePortlet, we don't use the processAction() method, but processViewAction()
when portlet is in VIEW mode and processHelpAction() when in HELP mode. You don't have to deal
with the different portlet modes. Need to process a view action request? just use processViewAction().

See the nuxeo-portlet-search project as an example of how to use or override the defaults behaviours. This
portlet allows the user to make a simple search or an advanced one (like in Nuxeo EP) on the configured Nuxeo
server.

37.3.3. portlet.xml
Beside the portlet class, portlet.xml lets you customize the portlet description, name, title.

There are also some default init parameters which are used to build the global preferences of the portlet. All the
init parameters will be stored in the global preferences, so you can add the parameters you want and then use
them in your portlet through the global preferences.

All the init parameters already in portlet.xml are needed by NuxeoPortlet to behave correctly.

37.3.4. Restlets
The portlet communicates with the Nuxeo server through some restlets. In our example, we call the restlet
sample with a name as parameter.

To do a restlet call, use the method doRestletCall() from NuxeoPortlet, it makes your call and returns the
result as a Representation (use getText() on it to have a String containing the result). The doRestletCall()
method takes a RestletCall object as argument which contains the different parameters to do the restlet call:
the restlet name, the path parameters and the query parameters.

See NuxeoSamplePortlet class or nuxeo-portlet-search project as example of how it works.

The doRestletCall() builds the URL to call from the configured Nuxeo server in the global preferences and
from the parameters of the RestletCall object. In our example:

http://localhost:8080/nuxeo/sample?name=my_name
--------------------------- ------ ------------
| | `-- the query parameters of the RestletCall object
| `-- the restlet name of the RestletCall object which will be
| in the path parameters
`-- the Nuxeo server URL from the global preferences

If all is well configured in the global preferences, you don't need to bother with authentication, just call the
restlet.

To make a specific work, you have to develop your own restlets and contrib them to the
nuxeo-platform-restPack project. Then rebuild the project, copy the .jar in your deployed Nuxeo EP and
restart JBoss. You can now call your newly created restlets in your portlet.

37.4. Available portlets

37.4.1. Nuxeo Search Portlet


This portlet allows the user to search documents in a Nuxeo repository through a portlet container.

37.4.1.1. Installation

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You just have to compile the portlet and install it into a portlet container, Jahia for instance, as explained in the
previous sections.

After the installation of the prerequisites, you need to deploy on your portlet container the packaged portlet.

If you don't have already a packaged portlet, checkout the sources and package it:

svn co https://svn.nuxeo.org/nuxeo/nuxeo-addons/nuxeo-portlets/trunk/nuxeo-portlet-search \
nuxeo-portlet-search
cd nuxeo-portlet-search
mvn package

Then deploy the packaged portlet in Jahia, while Jahia is running:

cp target/nuxeo-portlet-search.war /opt/jahia/tomcat/webapps/jahia/WEB-INF/var/new_webapps

37.4.1.2. How to use Nuxeo Search Portlet

Before making any test, a Nuxeo EP should be running and you must configure the portlet for a Nuxeo EP:

• Attach a group or a user from Jahia (the one who will be considered as Administrator for the portlet) to
the Administrator role of the portlet.

• Then, go to the edit view of the portlet and fill the different fields, so that the portlet can communicate
with your Nuxeo EP.

This portlet provides the two search methods of Nuxeo EP, the simple one and the advanced one. They have the
same behavior than the ones in Nuxeo EP.

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Chapter 38. Desktop integration tools
This chapter is dedicated to modules to improve the user experience through integration of browser and office
productivity software with a Nuxeo Enterprise Platform server.

The source code of the desktop integration tools is gathered here:


https://svn.nuxeo.org/nuxeo/desktop-integration.

38.1. Drag and drop browser extensions


The login page of Nuxeo EP advertises two links to download and install browser extensions that makes it
possible to import any files from the client's desktop file manager into the Nuxeo EP repository as new
documents by drag and dropping the files or folders into the browser window.

Packaged installers for those extensions are made available on the http://updates.nuxeo.org URL.

38.1.1. Server side import service: the FileManagerService


All drag and drop desktop browser extensions use the FileManagerService and its contributed file importers to
perform the actual document creation.

TODO: add here the list of remote interfaces to the FileManagerService API (REST, SOAP?).

38.1.2. Microsoft Internet Explorer plugin


The Internet Explorer plugin source code is available at:
https://svn.nuxeo.org/nuxeo/desktop-intergration/nuxeo-dragdrop-ie-extension . This module is a
coded using the C# language and needs the dotNET runtime version 2.0 or later.

TODO: give technical details on the WS protocol used to perform the file uploads.

38.1.3. Mozilla Firefox plugin


The Firefox plugin source code is available at:
https://svn.nuxeo.org/nuxeo/desktop-intergration/nuxeo-dragdrop-ff-extension .

The Firefox plugin is packaged as a regular XPI and is platform-independent and uses the built-in Javascript
API of Mozilla to upload the content of the files as POST request to a RESTful web service URL.

TODO: give details on the remote RESTlets used for this implementation.

38.2. Online document editing with LiveEdit


LiveEdit is the generic name of a set of client- and server-side components meant to seemingly integrate remote
Office document editing without having to rely of manual upload files through in-browser HTML forms.

38.2.1. Functional overview


The generic functional use case is the following: the users use a standard web browser to login and browse the
web interface of Nuxeo workspaces. Upon a click on a link flagged 'edit online' on a Nuxeo document having
an Office file as attachment, the user automatically gets the content of the file open for editing in the right client
side application (e.g. Microsoft Word, OpenOffice.org, ...)

When saving changes, the new version of the file is automatically re-uploaded to the Nuxeo server through a
SOAP or RESTful web service to update the original document content and make the changes available to the

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Desktop integration tools

other users of the workspace.

The version number can be incremented upon LiveEdit editing. A lock can be optionally set on the original
document so that two users do not overwrite each other changes in concurrent LiveEdit sessions.

LiveEdit components should also support 2 auxiliary use cases:


• creation of a new Nuxeo document with an empty client-side generated attachment of the specified
mimetype;

• creation of a new Nuxeo document with an client-side generated attachment preinitialized with the copy
of an existing binary attachment stored elsewhere.

The following introduce the details of the 3 use cases implemented by the LiveEdit system along with the
technical components at work.

38.2.2. Functional use cases

38.2.2.1. Editing the attachment of an existing document of the Nuxeo repository

The user wants to a edit a non-empty Office file stored as a property of a Nuxeo document.

The user authenticate to Nuxeo (login/password or some implementation of SSO) with her web browser (IE or
Firefox) and browse her workspaces till the summary view of a document she has the rights to edit.

If the document has Blob storing property containing a non-empty office file with a mimetype flagged as live
editable (MS Office and OpenOffice related mimetypes), the web interface generate a link (marked 'edit
online') that automatically opens the right desktop application with the content of the attachment in opened in
the editing window.

Upon saving, the desktop editor opens popup leaving the user with the option either to save a local copy or the
save on the Nuxeo server. For the latter the user can also choose to increment the minor or major version
number or to overwrite the current version.

Upon completion the user can check by browsing back to her document that attachment has be updated with her
changes on the Nuxeo server.

38.2.2.2. Creating a new document with an empty attachment

The user wants to create a new Nuxeo document from scratch directly from an Office productivity application.

The user authenticate to Nuxeo (login/password or some implementation of SSO) with her web browser (IE or
Firefox) and has the possibility to click on a document creation menu with the following items:
• New Word document

• New Powerpoint presentation

• New Excel spreadsheet

• etc. (similar options for OpenOffice.org apps)

Clicking one of those links automatically opens the right desktop application with a new empty document
opened in the editing window.

Upon saving, the desktop editor opens popup leaving the user with the option either to save a local copy or the
save on the Nuxeo server. For the latter the user has to choose among a flat list of candidate remote locations
selected are labeled with both a title (e.g. 'My Workspace') and a path to the location (e.g.
/default-domain/workspace/my-workspace )

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Upon completion the user can check by browsing to her new document at the selected location. The file
attachment of that document has the content of the saved Office file.

38.2.2.3. Creating a new document preinitialized with an existing attachment

The user wants to create a new Nuxeo document directly from an Office productivity application but reusing
the content of an attachment stored as a property of an existing Nuxeo document.

The user authenticate to Nuxeo (login/password or some implementation of SSO) with her web browser (IE or
Firefox) and browse her workspaces till reaching a document with a non-empty Office file attachment. The
view of that file carries a link labeled 'edit online as a new document' .

Clicking on that link opens the right desktop application preinitialized with a copy of the content of the
template document attachment.

Upon saving, the desktop editor opens popup leaving the user with the option either to save a local copy or the
save on the Nuxeo server. For the latter the user has to choose among a flat list of candidate remote locations
selected are labeled with both a title (e.g. 'My Workspace' ) and a path to the location (e.g.
/default-domain/workspace/my-workspace )

Upon completion the user can check by browsing to her new document at the selected location. The file
attachment of that document has the content of the saved Office file.

38.2.3. Architectural overview

38.2.3.1. Overview of the components

The LiveEdit feature is built upon a set of the following interacting components:
• webapp components to generate a link to a generated XML bootstrap file describing the file to edit
remotely along with connection parameters. Such a sample bootstrap file is provided in the technical
annexes of this specification file.

• a browser protocol handler (i.e. plugin for Internet Explorer or Firefox) that parses the xml bootstrap size
and launch the relevant desktop application according to the mimetype

• an editor plugin for each desktop application (MS Office, OpenOffice) to be able to make the desktop
application fetch the file from Nuxeo through SOAP or REST GET with connection parameters provided
in the bootstrap file and save it back to the server using SOAP or REST POST as well.

Before and after editing the document, the editor plugin can fetches a list of configurable actions to call
on the server through SOAP or REST GET (lock/unlock, check in/ check out, validate, etc.).

• a web service component (EJB3 stateful bean with JAXWS extensions) to implement the required
methods along with the WSDL definition need by the desktop client

The source code of the various LiveEdit client side components is available at:
https://svn.nuxeo.org/nuxeo/desktop-intergration/nuxeo-liveedit-* .

38.2.3.2. The Bootstrap client module (part 1)

The Bootstrap module must intercept the click on the "online edit" link using a dedicated protocol handler
packaged as a browser plugin.

The "online edit" link has the following pattern:

nxedit:http://localhost:8080/nuxeo/nxliveedit.faces?action=edit&repoID=[repoID]&docRef=[docRef]&schema=[

The protocol handler will be called by the OS/Browser and receive the URL. In turn it will receive the XML
bootstrap file.

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In case of create use cases the previous patterns change as follows:


• user case #2: no docid but need to provide the type of the future document and field location of the blob
to be stored in:

• nxedit:http://localhost:8080/nuxeo/nxliveedit.faces?action=create&repoID=[repoID]&mimetype=[mime

• user case#3: docid and field path of the original blob AND doctype and fieldpath to of the document that
will host the result:

• nxedit:http://localhost:8080/nuxeo/nxliveedit.faces?action=createFromTemplate&templateRepoID=[te

The Bootstrap client module rewrites each of those URIs as valid HTTP GET by swapping the prefix:
• http://localhost:8080/nuxeo/nxliveedit.faces?[query_parameters]

The Bootstrap client protocol must strip the "nxedit:" prefix of the URI to get the HTTP URL and thus work
either with SSL or not:
• nxedit:http://localhost:8080/nuxeo/nxliveedit.faces?[query_parameters]

should be transformed into:


• http://localhost:8080/nuxeo/nxliveedit.faces?[query_parameters]

while:
• nxedit:https://localhost:8080/nuxeo/nxliveedit.faces?[query_parameters]

should be transformed into:


• https://localhost:8080/nuxeo/nxliveedit.faces?[query_parameters]

In order to generate valid nxedit: URIs it is strongly advised to use the JSF functions defined in the
org.nuxeo.ecm.platform.ui.web.tag.fn.DocumentModelFunctions class.

The functions are available under the nxd ( http://nuxeo.org/nxweb/document ) namespace:


• liveEditUrl(DocumentModel) : get the nxedit: URL to edit a document file attachment (default
File-like types)

• liveEditUrl(DocumentModel, String, String, String) : get the nxedit: URI to edit a document
providing schema, blob field and filename field names

• liveCreateUrl(String) : get the nxedit: URI to create a new document of type File providing the
mimetype as argument

• liveCreateUrl(String, String, String, String, String) : get the nxedit: URI to create a new
document with parameters: mimetype, doctype, schema, blob and filename field names

• liveCreateFromTemplateUrl(DocumentModel) : get the nxedit: URI to create a new document of type


File reusing the content of the blob of the provided template DocumentModel (assumed to have the "file"
schema).

• liveCreateFromTemplateUrl(DocumentModel, String, String, String, String, String,


String) : get the nxedit: URI to create a new document from template. Parameters are: template
DocumentModel, template schema, template blob field, target document type, target schema, target, blob
field name, target filename field.

38.2.3.3. The Bootstrap server module

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The Bootstrap server module will be a simple Seam component called using the info passed as request
parameters to generate the XML payload of the bootstrap file.

The boostrap server module is currently located in webapp-core here:


• org.nuxeo.ecm.webapp.liveedit.LiveEditBootstrapHelper

38.2.3.4. Bootstrap data download

The HTTP response to that GET URL is a bootstrap file containing an XML payload. This file contains:
• the action ID so the client knows to interpret it

• repo name

• document unique reference (in case of editing) or template reference (new from template)

• the document Nuxeo type of the document to create or edit

• the fieldpath hosting the binary attachment

• associated filename

• associated mime-type

• principal name

• whether the result of this editing session should be saved as a new Nuxeo document else where in the
repository (creation use cases)

In case of creating from a sample document:


• the document id of the template

• the fieldpath hosting the binary attachment to initialized the editor with

The XML payload further contain a copy of all the HTTP request headers and cookies + basic auth credentials
and the adress of the WSDL description of the LiveEdit webservice.

Please refer to the sample XML bootstrap file in the annexes for more details on the syntax. Some fields (eg.
document reference) might be empty or missing in case of document creation (use cases #2 and #3).

38.2.3.5. The bootstrap client module (part 2)

The bootstrap module receives and parses the content of the XML bootstrap file. According to a set of
configurable rules the bootstrap module launch the right editor with bootstrap file as command line parameter.

38.2.3.6. Authentication management during bootstrap

The Bootstrap client will need to do an http call to get the xml file from the server. This call must be
authenticated. So the protocol handler must reuse the browser session.

38.2.3.7. The client editor and its plugin

In case of document editing (use case #1):


• call WS to get list of pre-edit actions

• display a dialog for letting user select action

• call WS to download the file

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• call WS to get list of post-edit actions

• display a dialog for letting user select action

• save and upload the file to Nuxeo Server

• terminate (close the WS session)

In case of document creation (use case #2 and #3):


• call WS to get list of pre-edit actions

• display a dialog for letting user select action

• call WS to download the template file (use case #3)

• call WS to get list of post-edit actions (e.g. choose title)

• call WS for the list of candidate server locations

• display a dialog with actions and dropdown list of candidate locations

• create new document and upload the file to Nuxeo Server

• terminate (close the WS session)

38.2.3.8. Authentication of the client editor

All WS requests (SOAP and RESTful) from the editor plugin back to the WS server should reuse all the HTTP
cookies along with any basic auth parameters to ensure the request will pass through any authenticating reverse
proxies (e.g. CAS, mod_sso, ...) as if they were the original browser.

38.2.4. The Web Service component


It is responsible to answer the WS calls of the editor client. Most of its business logics should be defined has an
overridable extension point so that customer project can change most of the LiveEdit global behavior without
having to re-compile / re-package the client part.

In particular the list of candidate locations to 'save as new document' is provided by the WS server-side API to
the LiveEdit client. The list should default to the list of Workspaces the user currently has the "AddChildren"
permission. The WS server should dynamically compute that list according to an extensible service (i.e.
overridable by a extension point) so that customer project can register a custom Java class that is responsible to
implement the custom business logics in case the list of workspaces is not enough.

The location selected by default should also be defined on the server side and overridable by the same
extension point.

38.2.5. More on editor launch


Based on a configuration file containing mimetype/editor mapping, the bootstrap module will launch an editor.
This configuration file should look like that:

<editors> <editor name="MSOOfficePlugin">


<pluginType>.net<pluginType> <mime-types>
<mime-type>application/msword</mime-type> ...
</mime-types> </editor> <editor
name="OOfficePlugin">
<pluginType>exec<pluginType> <mime-types>
<mime-type>application/vnd.oasis.opendocument</mime-type>
... </mime-types> </editor> ... </editors>

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This is very important that bootstrap client can be separated from the editors plugins, because there will plugins
contributed for specific editors. The simplest and most neutral way of launching an editor plugin is just
executing the editor plugin passing it a copy of the bootstrap file. This file will be the same as the one returned
by Nuxeo server with additional authentication information: cookies and Login/Password.

38.2.6. More on pre- and post-editing actions


Actions available on the document may depend on the custom project specifications, and it is important that it
is totally transparent for the client plugin UI: we don't want to build a version of the client plugins for each
project.

So the idea is that the WebService will provide the client editor plugin a simple list of actions, the client will
simply display available actions, and eventually ask the server to execute them without knowing the underlying
logic.

This "action logic" is somehow close to what we already do in the web layer, an action defines an action id and
a label.

If several actions can be done (like checkout + lock), then they will be combined as compound actions:
checkout, lock, checkout_and_lock. This way we won't have to handle associations conditions on the client
side: the user can always select at most one action: none / lock / checkout / checkout_and_lock

38.3. Configuring LiveEdit links

38.3.1. Configuration policies


Starting with Nuxeo 5.1.6, the liveEdit link display policy is pluggable.

This means you can define on what kind of documents the liveEdit links will be displayed.

Nuxeo supports 3 different policies :


• Client based configuration

The client browser tells the server what kind of documents can be "live edited".

• Server based configuration

Links are only displayed on mime-types that are configured on the server to be live editable.

• Mixed configuration

Links are only when server and client policy both apply.

38.3.1.1. Client based configuration policy

For that the firefox and msie plugins add the live editable mime-types to the accept header sent by the browser.
This way, the server can decide on what type of file the liveedit link must be displayed. If you use Firefox, just
upgrade to the last version and use the configuration pannel to tell on what mime-types you want liveedit links.

The main advantage of this policy is that only the users that have LiveEdit plugin installed will see the liveEdit
links.

The accept header send by a LiveEdit enabled client looks like that :
...,application/x-nuxeo-liveedit;application/vnd.oasis.opendocument.text;application/vnd.oasis.opendocument.pres

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38.3.1.2. Server based configuration policy

In this case the server will only display the LiveEdit links for files that have a mime-types that is declared
"LiveEditable" in the MimeTypesRegistry service.

38.3.1.3. Mixed configuration policy

Simply display links on mimetypes that are livededitable on the client side and on the server.

38.3.2. Changing the configuration policy


Default policy is client based, in order to change that, the only thing you have to do is edit the nuxeo.properties
file in nuxeo.ear/config.

# LiveEdit configuration detection (client/server/both)


org.nuxeo.ecm.platform.liveedit.config=client

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Chapter 39. Nuxeo WebDAV interface
The nuxeo-platform-webdav-server module provides a WebDAV interface on top of Nuxeo services.

39.1. WebDAV clients


There are several WebDAV clients available. Each of them has its specific behavior, and also some limitations.

39.1.1. Path vs displayName


In WebDAV specification each accessible resource must have a name (part of the URL) and can have a
displayName (defines how the resource should be displayed to the user). Unfortunately, most WebDAV client
don't use the displayName property even if they ask the server to send it. Because of this limitations, most
client use the last part of the URL as display name (with all limitations due to URL encoding). In addition of
the display problem, this has side effect on other features like renaming. When trying to rename a resource (for
example after creating a new Collection/Folder), most clients will send a move operation (change the path)
instead of sending a propatch on displayName.

Inside Nuxeo 5, the path (id) and the display name (title) are clearly separated:
• id/path is generated from the title but is not equal: non standard characters are escaped and length is
limited to avoid having too long URLs.

Foe example, a folder with title "New Folder" will have "new-folder" as a name.

• The name has to be unique within a given container, but 2 documents can have the same title.

39.1.2. Filesystem resource vs Nuxeo DocumentModel artifact


Inside WebDAV, each container is a collection. Most WebDAV client consider that a collection is not a
document, but a simple folder. This limitation is important because Nuxeo supports folderish documents, and
document types that can contain several files. Because of that, depending on the document types we may want
to map, a Nuxeo document could be seen as a collection or as a resource. Unfortunately, since all clients
consider collections as simple folders, this is not very useful.

39.1.3. MS Web Folder client


One of the most popular WebDAV client are Web Folders that are included inside Windows OS. Unfortunately
depending on the version of Windows (including service pack) and also on the version of MSOffice the webdav
client will be implemented in a different way with different bugs and behavior. Web Folders are not the worse
WebDAV client, but they are definitely the less predictable...

For a complete bug listing of Web Folders depending on version please see
http://www.greenbytes.de/tech/webdav/webdavfaq.html,
http://www.greenbytes.de/tech/webdav/webfolder-client-list.html,
http://www.greenbytes.de/tech/webdav/webdav-redirector-list.html

39.2. Fooling WebDAV clients


Because of the path vs name problem, the Nuxeo 5 WebDAV connector introduce some hacks to force some
webdav client displaying the correct names.

This hacks can be activated of not depending on the User-Agent header provided by each client.

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39.2.1. Available hacks


• Virtual path for lief resources (ie: non collections)

Because most client uses the last part of the URL to get the displayName, a simple hack to have
resources displayed correctly is to have a specific URL for them.

By default a resource with URL


http://nxServer/nuxeo/dav/default/default-domain/workspaces/my-workspace-1/file-1 will be displayed
as "file-1". But if file-1 contains a file named "MyFile.doc", when using a virtual URL like
http://nxServer/nuxeo/dav/default/default-domain/workspaces/my-workspace-1/file-1/WebFolder_FileName/MyFile.
then the display will be correct.

• Use filename as resource name

The resource URL will be


http://nxServer/nuxeo/dav/default/default-domain/workspaces/my-workspace-1/file-1/MyFile.doc. This
is very much like the previous hack, but this is harder to resolve on the server side, because there may be
several file resources containing MyFile.doc in the same container.

• Use fake get parameters for collections names

Getting the good displayName for collection resources is a little bit harder, previous hacks won't work.

In some webdav client, the url parsing is so weak, that we can use URLs like :
http://nxServer/nuxeo/dav/default/default-domain/workspaces/my-workspace-1?displayName=/My%20Workspace%
to have the collection correctly displayed as "My Workspace 1". Although this hack does not work with
most clients, it works with most Web Folders version.

39.2.2. Configuring Nuxeo WebDAV connector for each client.


The Nuxeo WebDAV connector enables you to configure for each WebDAV clients:
• The hacks you want to enable

• If you want full or relative URLs

• If your client needs MS specific DAV Headers (required for some versions of Web Folders)
Configuration can be contributed using a simple Extension Point.
<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.webdav.config.defaultContrib">
<extension target="org.nuxeo.ecm.platform.webdav.config.WebDavConfigurationService" point="DavClientConfigurat
<documentation>
Configuration for MS Web Folders (both versions) and WebDrive.
</documentation>
<davClientConfiguration name="MSWebFolders" enabled="true">
<needGetParameterForCollectionNamming>true</needGetParameterForCollectionNamming>
<needVirtualPathForLief>false</needVirtualPathForLief>
<useFileNameAsRessourceName>true</useFileNameAsRessourceName>
<needFullURLs>true</needFullURLs>
<needMSDavHeader>true</needMSDavHeader>
<userAgentPatterns>
<pattern>Microsoft-WebDAV</pattern>
<pattern>Microsoft Data Access Internet Publishing Provider</pattern>
</userAgentPatterns>
</davClientConfiguration>
...

As you can see, each configuration set is attached to one or more User-Agent substring. Unfortunately, Web
Folders clients do not send information about their version, even if it would be very helpful.

39.3. Nuxeo EP WebDAV implementation

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39.3.1. Nuxeo EP WebDAV-specific features


Because of the limitations explained earlier, the Nuxeo EP WebDAV implementation provides some features to
be able to work with existing WebDAV clients.

39.3.1.1. VirtualPath management

When URLs hack are activated, the clients will be able to display the resources with their displayName (title)
instead of the name. But some of them will be fooled enough to use this displayName in URLs to do propfind
or move calls. Because of that, the server must be able to resolve URLs that are constituted partially of path and
partially of displayNames like:
http://nxServer/nuxeo/dav/default/default-domain/workspaces/My%20Workspace%201.

The Nuxeo EP WebDAV connector implements a custom URL resolver that is able to resolve these URLs. In
also maintains a cache of these virtual URLs to speed up resolution (and also make it more consistent is case of
name collisions).

39.3.1.2. WebDAV resource adapters

Displaying your Nuxeo documents as simple files (that's what will do most WebDAV client) can be very
restrictive.

The Nuxeo WebDAV connector uses DocumentModel adapters to define how a Nuxeo Document must be
mapped to a WebDAV resources. This adapter defines:
• How the display name of your resource will be generated.

Simple document title or filename of the main file field...

The default built-in behavior will be to return the filename for each document that has the file schema
and otherwise return the title.

• How your DocumentModel will respond to a GET request.

The default built-in behavior will be to return:

• a folder listing as HTML for each folderish resource

• the binary file for Documents that uses the file schema

• the XML export for other non folderish resources

New DavAdapters can be contributed to define specific WebDAV mapping for your document types. For that,
the Nuxeo WebDAV connector provides an extension point to let you register a new class
implementingorg.nuxeo.ecm.platform.webdav.adapters.DavResourceAdapter and associate it to a
document type.

<extension target="org.nuxeo.ecm.platform.webdav.config.WebDavConfigurationService"
point="DavAdapter">
<davAdapter name="NoteDavAdapter" enabled="true">
<typeName>Note</typeName>
class>org.nuxeo.ecm.platform.webdav.adapters.NoteDavResourceAdapter</class>
</davAdapter>
</extension>

39.3.2. Known limitations


Locking management is restricted to exclusive write locks, exactly as in Nuxeo Core.

Propset is for now not implemented as none of the used WebDAV client seems to use this method.

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WebDAV versioning extension are not implemented.

39.4. Using the Nuxeo WebDAV connector

39.4.1. Installing the WebDAV connector


The Nuxeo WebDAV Connector is an optional additional component for Nuxeo EP.

In order to install the WebDAV features, you need to download the WebDAV Connector jar (or build it from
source), copy the jar in nuxeo.ear/system and restart your server.

The WebDAV connector works for both 5.1 and 5.2 versions of Nuxeo EP, you just need to download the
associated version or build it using the right POM file.

39.4.2. Connecting a client to Nuxeo WebDAV connector


The WebDAV URL for the default domain is http://$NuxeoServer/nuxeo/dav/default/default-domain.

In order to use MS Web Folders, you just need to go to "My Network Places" and choose "Add a new Network
place". You can then enter the Nuxeo WebDAV URL and login/password.

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Chapter 40. Reporting: Eclipse BIRT Driver

40.1. Overview
BIRT is an open source Eclipse-based reporting system that integrates with Java/J2EE application to produce
compelling reports. The BIRT driver for Nuxeo enables BIRT to be used as reporting engine for the Nuxeo
Content Repository. It basically gives an easy way to query the repository and create report from the results.
Thanks to BIRT, reports can be run inside Eclipse or as servlets on the server side.

40.2. How to use it


In a Eclipse instance with Business Intelligence and Reporting Tools installed
(http://www.eclipse.org/birt/phoenix/), deploy the following Nuxeo plugins:
• org.nuxeo.common

• org.nuxeo.ecm.client

• org.nuxeo.ecm.core.api

• org.nuxeo.ecm.core.query

• org.nuxeo.ecm.core.schema

• org.nuxeo.ecm.jboss_connector

• org.nuxeo.ecm.platform.search.api

• org.nuxeo.ecm.platform.usermanager.api

• org.nuxeo.logging

• org.nuxeo.runtime

• org.nuxeo.runtime.config

• org.nuxeo.birt.oda.nuxeoep

• org.nuxeo.birt.oda.nxueoep.ui

When eclipse is restarted a new "Data Source Should be available"

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Figure 40.1. In the Data Source Type screen, select "Nuxeo Data Source":

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Figure 40.2. Fill login information

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Figure 40.3. In the Data Set dialog, type NXQL query and select fields & schemas you would like to use
in the report

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Figure 40.4. Data set is ready to be used in report

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Figure 40.5.

40.3. Tomcat integration HOWTO


The new created report can be deployed in Tomcat to be available online:
1. Install the birt-viewer application following instruction from
http://www.eclipse.org/birt/phoenix/deploy/viewerSetup.php

2. Deploy the plugins listed in previous section (except org.nuxeo.birt.oda.nxueoep.ui) in


$TOMCAT_HOME/webapps/birt-viewer/WEB-INF/platform/plugins

3. Just copy the report file from workspace to $TOMCAT_HOME/webapps/birt-viewer/report

4. The report is available with an URL similar to


http://localhost:13000/birt-viewer/frameset?__report=report/dummy.rptdesign

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Figure 40.6.

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Chapter 41. Nuxeo Flex Connector
The nuxeo-platform-flex addon provides a Flex Connector to use Nuxeo services and Nuxeo Seam
components as Flex Remote Services.

41.1. Overview
The Nuxeo Flex Connector uses Granite Data Services wich is is a free, open source (LGPL), alternative to
Adobe® LiveCycle® (Flex™ 2+) Data Services. GraniteDS provide a full support of AMF3/Remote Object for
EJB3/Seam/Spring/Guice/Pojo technology. Since it is highly configurable, we added support for Nuxeo
Runtime Services.

41.2. Development environment


You will need Flex and Air sdk to build the flex connector and its applications You can download those right
here:
• Flex SDK

• Air SDK

Check that your environment variable AIR_HOME and FLEX_HOME are setup correctly since Maven uses
them to build your project.

Like all nuxeo project, you will need mercurial, maven and ant.

41.3. Build and Deploy


First, you have to get the sources on Mercurial.
hg clone http://hg.nuxeo.org/addons/nuxeo-platform-flex

Next step is building those sources with maven and deploy it on your server. Configure your build.properties
file so ant knows your server's location.
ant install

This will run mvn install to build the project and ant copy to deploy the packages on your server.

By now you should have your connector deployed. Let's jump in the sample directory where you will find
different simple examples. Run ant install to deploy them on your server. Next is a small overview of those
samples. Start JBoss and go to http://localhost:8080/nuxeo/ to test them.

41.3.1. Sample Overview


• Actions sample Take a look at all actions register for the selected Document.

• Browser sample Browse through nuxeo Document and take a look a their properties.

• DocumentAPI sample Modify a Document's property.

• Facet Explorer sample Calls the SchemaManager Service to get Document Types implementing the
given facet. Here to show the use of Nuxeo Runtime Service. This is a list of usual facet to test this
sample: Folderish, Versionable, Orderable, Downloadable, Publishable, HiddenInNavigation,

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BrowseViaSearch.

• Flex-login sample Log in Nuxeo Server and see the list of available samples.

• Simple sample Ping the server and play with Document properties

• Tree sample Browse through Nuxeo documents with a simple navigation tree.

• Users sample Search and Modify a User

• Vocabularies sample Navigate through Nuxeo's Vocabularies.

41.4. Dive In
In this chapter, we'll see how to configure and call data services from Flex.

41.4.1. Data Services Configuration


Granite DS requires services configuration on both client and server side. To avoid painful duplication of code,
the connector provide two default factories and a default channel. If you are use to GraniteDS, you might
wonder how the server side configuration is loaded. This is explained in Granite Configuration chapter.

Default Nuxeo Factory

There are two Different Factory, one to get Seam component and one to get Nuxeo services.
<factories>
<factory id="seamFactory" class="org.nuxeo.ecm.platform.ui.granite.factory.NuxeoSeamServiceFactory" / >
<factory id="nxRuntimeFactory" class="org.nuxeo.ecm.platform.ui.granite.factory.NuxeoRuntimeServiceFact
</factories >

Default channel

This is the default channel you have to use in your service-config.xml


<channels >
<channel-definition id="nx-amf" class="mx.messaging.channels.AMFChannel" >
<endpoint
uri="http://{server.name}:{server.port}/nuxeo/nuxeo-amf/amf"
class="flex.messaging.endpoints.AMFEndpoint"/ >
</channel-definition >
<!--server.port and server.name are resolved dynamically at run time-- >
</channels >

Services configuration is lighter on server side and same as usual on client side.

Seam Component
• client side
<services>
<service
id="flexDocumentManager"
class="flex.messaging.services.RemotingService"
messageTypes="flex.messaging.messages.RemotingMessage">
<destination id="flexDocumentManager">
<channels>
<channel ref="nx-amf"/>
</channels>
<properties>
<factory>seamFactory</factory>
<source>flexDocumentManager</source>
</properties>
</destination>
</service>
</services>

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• sever side

Here is the minimum configuration to register your service using NxGraniteConfigService extension
point:
<extension target="org.nuxeo.ecm.platform.ui.granite.config.NxGraniteConfigService" point="services">
<seam id="myID" />
</extension>

The id is the default service id. They will be used as the destination name if not specified. The id will be
use a the default Seam component Name if not specified.

A complete service declaration would look like this:


<extension target="org.nuxeo.ecm.platform.ui.granite.config.NxGraniteConfigService" point="services">
<seam id="myID" destinationId="myDestinationId" source="mySeamComponentName"/>
</extension>

Runtime Services
• client side
<services>
<service
id="schemaManager"
class="flex.messaging.services.RemotingService"
messageTypes="flex.messaging.messages.RemotingMessage">
<destination id="schemaManager">
<channels>
<channel ref="nx-amf"/>
</channels>
<properties>
<factory>nxruntimeFactory</factory>
<class>org.nuxeo.ecm.core.schema.SchemaManager</class>
</properties>
</destination>
</service>
</services>

• server side

Here is the minimum configuration to register your service using NxGraniteConfigService extension
point:
<extension target="org.nuxeo.ecm.platform.ui.granite.config.NxGraniteConfigService" point="services">
<runtime id="myID" class="my.package.MyClass" />
</extension>

The id is the default service id. They will be used as the destination name if not specified.

A complete service declaration would look like this:


<extension target="org.nuxeo.ecm.platform.ui.granite.config.NxGraniteConfigService" point="services">
<runtime id="myID" destinationId="myDestinationId" class="my.package.MyRuntimeServiceClass" />
</extension>

41.4.2. Your First Flex application


This the code of the facet explorer sample. The RemoteOject tag is binded to the schemaManager service by
the destination attribute. For more information about the other tags, see Flex Documentation here :
http://livedocs.adobe.com/flex/3/langref/index.html

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<mx:Application xmlns:mx="http://www.adobe.com/2006/mxml" xmlns:word="*">


<mx:RemoteObject id="schemaManager" destination="schemaManager"/>
<mx:Panel title="Nuxeo Facet explorer"
paddingTop="10" paddingBottom="10" paddingLeft="10" paddingRight="10">
<mx:VBox>
<mx:TextInput id="facet" maxChars="30" text="Folderish"/>
<mx:Button label="get Document Type"
click="schemaManager.getDocumentTypeNamesForFacet(facet.text)"/>
<mx:List id="typeList" height="100%" width="100%"
dataProvider="{schemaManager.getDocumentTypeNamesForFacet.lastResult}" />
</mx:VBox>
</mx:Panel>
</mx:Application>

41.4.3. Granite DS configuration


• Externalizer

If you want to use Nuxeo API, you will need a mapping between Java Object and Action Script Object.
GraniteDS provides pluggable externalizer for your different Object. It aims to (de)serialize the different
fields of ypur objects. For more information, see GraniteDS documentation here :
http://www.graniteds.org/confluence/display/DOC/2.+Externalizers

• InvocationListener

You might need more controil on mapping. For instance, the DocumentModel object in Nuxeo is rather
complicated. So we have a FlexDocumentModel object wich is a simplified version of DocumentModel.
The mapping between those two java objects is done in the NuxeoInvocationListener. It listens to each
service invocation method call. Then we can switch from FlexDocumentModel to DocumentModel or
the other way around. For more information on InvocationListener, see GraniteDS documentation here:
http://www.graniteds.org/confluence/display/DOC/8.+Miscellaneous+Options

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Part V. Administration overview
In this part you will find some information and tips about common administration tasks on a Nuxeo EP server.
If you need more details or specific cases, look at the administration guide.

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Chapter 42. OS requirements, existing and
recommended configuration
This chapter presents information about the running environment. Listing all required software, giving a
recommended configuration and listing some others, known as operational, this chapter aims to help you to
validate or define your production environment but the list is not exhaustive and needs to be completed with the
users' experience.

42.1. Required software


• JBoss application server with EJB3 support enabled

• Java Development Kit (JDK)

42.2. Recommended configuration

42.2.1. Hardware configuration


Nuxeo EP is designed to be scalable and thus to be deployed on many servers. It can be installed on only one
server for a start, and can also easily be installed on many servers. The constant is that there is the need to have
one high-end server with good performances. Then the other servers can be more lower-end.

So the numbers below are given for the one needed high-end server.
• RAM: 2Gb is the minimum requirement for using Nuxeo EP

• CPU: Intel Core2 or equivalent and upper

You might be better avoiding machines from the Intel Pentium 4 Xeon series since some models have a
too small amount of cache. This impairs performance greatly compared to other CPU architecture of the
same generation. Intel Pentium 4 servers are quite widespread because of an attractive price politic.

• Storage (disk) space: the minimum Nuxeo installation, along with the needed JBoss and libs, takes
something between 200Mb and 250Mb on a filesystem. Then the final size will of course depend on the
amount of data that will be stored in Nuxeo. A safe bet (until we provide better numbers) is to consider
data space ratio of 1.5 to 2.

42.2.2. Default configuration


The default persistence configuration is lightweight and easy to use, but it is not made for performance.
• default Nuxeo 5.1 uses:

• HSQL for SQL Data (directories, JBPM, Relations ...)

• FileSystem persistence for Document repository

• default Nuxeo 5.2 uses:

• Derby for SQL Data (directories, JBPM, Relations ...)

• FileSystem persistence for Document repository

42.2.3. For optimal performances

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OS requirements, existing and recommended configuration

• Linux

• PostgreSQL 8.2

Use PostgreSQL for document repository and all other services except for Compass search engine
(nxsearch-compass-ds.xml) which should be set to use filesystem.

Configure the document repository to externalize the blobs to filesystem.

42.3. Known working configurations

42.3.1. OS
• Debian GNU/Linux 5.0 Lenny

• Linux Ubuntu 32 and 64 bits, Edgy, Feisty and Hardy (8.04).

• Linux Mandriva 2008.1

• Unix

• Mac OS X 10.4, 10.5

• Ms Windows 2003 server 32 and 64 bits, Windows XP

42.3.2. JVM
• Latest Sun JDK 1.5 or JDK 6

42.3.3. Storage backends


Different backends may be set as well for Nuxeo Core repository as for all other nuxeo services that persist
data. See Chapter 44, RDBMS Storage and Database Configuration for more details, here is a list of known
working backends.
• PostgreSQL 8.2

• PostgreSQL 8.3

This version need a workaround to be applied as it is much stricter than PostgreSQL 8.2 with respect to
value casting.

Execute the following commands in your PostgreSQL console:


CREATE FUNCTION pg_catalog.text(integer) RETURNS text STRICT IMMUTABLE LANGUAGE SQL AS 'SELECT textin(int4out($1
CREATE CAST (integer AS text) WITH FUNCTION pg_catalog.text(integer) AS IMPLICIT;
COMMENT ON FUNCTION pg_catalog.text(integer) IS 'convert integer to text';
CREATE FUNCTION pg_catalog.text(bigint) RETURNS text STRICT IMMUTABLE LANGUAGE SQL AS 'SELECT textin(int8out($1)
CREATE CAST (bigint AS text) WITH FUNCTION pg_catalog.text(bigint) AS IMPLICIT;
COMMENT ON FUNCTION pg_catalog.text(bigint) IS 'convert bigint to text';

See FAQ about using PostgreSQL 8.3.

• MySQL

• Oracle 10

• MsSQL 2005

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• HSQL

Default Nuxeo 5.1 embedded database.

• Derby

Default Nuxeo 5.2 embedded database.

42.3.4. LDAP
• OpenLDAP

• Ms Active directory

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Chapter 43. SMTP Server configuration
On the Nuxeo EP built-in types, you can manage e-mailing and notifications. Before getting this features
working, you need to configure your SMTP server. Nuxeo EP relies on the application server mail service for
mailing stuff. So you just need to configure the mail-service.xml file in
$JBOSS_HOME/server/default/deploy/. You can find examples of how to use this file in the JBoss wiki, and
detailed information about the properties of this file in the JavaMail Javadoc.

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Chapter 44. RDBMS Storage and Database
Configuration
To run Nuxeo EP for real-world application, you need to get rid of the default embedded database and set up a
real RDBMS server (such as PostgreSQL, MySQL, Oracle, etc.) to store Nuxeo EP's data.

In order to define a SQL DB as repository back-end you have to :


• install the JDBC driver for your DBMS,

• configure the Nuxeo Core storage, modifying the default repository configuration,

• configure your database.

• Possibly, configure storage for other Nuxeo services.

• You may also add a new repository configuration (and optionally disable the old one).

44.1. Storages in Nuxeo EP


Nuxeo EP manages several types of data: Documents, relations, audit trail, users, groups ...

Each type of data has its own storage engine and can be configured separately. All storages can use RDBMS
but some of them can also use the filesystem.

This means you can have a RDBMS only configuration or a mixed configuration using RDBMS and
filesystem. You can even use several RDBMS if you find a use case for that.

For a lot of services, RDBMS access are encapsulated by JPA or hibernate calls, so the storage should be
RDBMS agnostic as long as there is a hibernate dialect for the DB.

44.2. Installing the JDBC driver


To enable the connection to the database, you first need to install the JDBC driver into
$JBOSS_HOME/server/default/lib/.

Here are some drivers download locations:


• PostgreSQL JDBC Drivers

• MySQL JDBC Drivers

44.3. Configuring Nuxeo Core Storage


Nuxeo Core stores data for the documents themselves: the hierarchy of documents, their metadata and security,
and the attached files. There are two main Nuxeo Core Storage backends: the recent (available in Nuxeo 5.2)
Visible Contents Store (VCS), based on a mapper to native RDBMS tables, and the previous JCR-based
backend, using Jackrabbit.

This section will show you how to configure each backend, using PostgreSQL 8.3 as an example underlying
storage. The setup for other RDBMS should be very similar.

44.3.1. Visible Content Store configuration


To set up VCS, you first need create a datasource for it. The datasource is not a standard JDBC datasource, so

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has different syntax, even though it contains information about JDBC connection parameters. This file is
usually named
$JBOSS_HOME/server/default/deploy/nuxeo.ear/datasources/default-repository-ds.xml.

Example 44.1. Datasource for VCS using PostgreSQL

<?xml version="1.0"?>
<connection-factories>
<tx-connection-factory>
<jndi-name>NXRepository/default</jndi-name>
<xa-transaction/>
<track-connection-by-tx/>
<adapter-display-name>Nuxeo SQL Repository DataSource</adapter-display-name>
<rar-name>nuxeo.ear#nuxeo-core-storage-sql-ra-1.5-SNAPSHOT.rar</rar-name>
<connection-definition>org.nuxeo.ecm.core.storage.sql.Repository</connection-definition>
<config-property name="name">default</config-property>
<config-property name="xaDataSource" type="java.lang.String">org.postgresql.xa.PGXADataSource</config-proper
<config-property name="property" type="java.lang.String">ServerName=localhost</config-property>
<config-property name="property" type="java.lang.String">PortNumber/Integer=5432</config-property>
<config-property name="property" type="java.lang.String">DatabaseName=nuxeo</config-property>
<config-property name="property" type="java.lang.String">User=nuxeo</config-property>
<config-property name="property" type="java.lang.String">Password=password</config-property>
<max-pool-size>20</max-pool-size>
</tx-connection-factory>
</connection-factories>

You will then need to specify the actual repository configuration, usually store in a file named
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config/default-repository-config.xml

Example 44.2. Repository Configuration for VCS

<?xml version="1.0"?>
<component name="default-repository-config">
<extension target="org.nuxeo.ecm.core.repository.RepositoryService" point="repository">
<repository name="default"
factory="org.nuxeo.ecm.core.storage.sql.coremodel.SQLRepositoryFactory">
<repository name="default">
<indexing>
<!-- example configuration for H2
<fulltext analyzer="org.apache.lucene.analysis.fr.FrenchAnalyzer"/>
-->
<!-- example configuration for PostgreSQL
<fulltext analyzer="french"/>
-->
<!-- example configuration for Microsoft SQL Server
<fulltext catalog="nuxeo" analyzer="french"/>
-->
</indexing>
<!-- uncomment this to enable clustering
delay is in milliseconds
default delay is 0 (no delay before processing invalidations)
<clustering enabled="true" delay="1000" />
-->
</repository>
</repository>
</extension>
</component>

44.3.2. JCR backend configuration


First you have to specify a datasource in
$JBOSS_HOME/server/default/deploy/nuxeo.ear/datasources/default-repository-ds.xml.

Example 44.3. Datasource for JCR backend

<?xml version="1.0"?>
<!DOCTYPE connection-factories PUBLIC
"-//JBoss//DTD JBOSS JCA Config 1.5//EN"

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"http://www.jboss.org/j2ee/dtd/jboss-ds_1_5.dtd">
<connection-factories>
<mbean code="org.nuxeo.ecm.core.repository.JBossRepository"
name="nx:type=repository,name=default">
<constructor>
<arg type="java.lang.String" value="default"/>
</constructor>
</mbean>
<tx-connection-factory>
<jndi-name>NXRepository/default</jndi-name>
<adapter-display-name>NX Repository Adapter</adapter-display-name>
<rar-name>nuxeo.ear#nuxeo-core-jca-${project.version}.rar</rar-name>
<connection-definition>org.nuxeo.ecm.core.model.Repository</connection-definition>
<xa-transaction/>
<!-- Configuration properties. -->
<config-property name="name">default</config-property>
</tx-connection-factory>
</connection-factories>

Then edit $JBOSS_HOME/server/default/deploy/nuxeo.ear/config/default-repository-config.xml.

Example 44.4. Default repository configuration

<?xml version="1.0"?>
<component name="default-repository-config">
<documentation>
Defines the default JackRabbit repository used for development and testing.
</documentation>
<extension target="org.nuxeo.ecm.core.repository.RepositoryService"
point="repository">
<documentation>
Declare a JackRabbit repository to be used for development and tests. The
extension content is the Jackrabbit XML configuration of the repository.
</documentation>
<repository name="default"
factory="org.nuxeo.ecm.core.repository.jcr.JCRRepositoryFactory"
securityManager="org.nuxeo.ecm.core.repository.jcr.JCRSecurityManager"
forceReloadTypes="false">
<Repository>
<!--
virtual file system where the repository stores global state
(e.g. registered namespaces, custom node types, etc.)
-->
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${rep.home}/repository" />
</FileSystem>
<!--
security configuration
-->
<Security appName="Jackrabbit">
<!--
access manager:
class: FQN of class implementing the AccessManager interface
-->
<AccessManager class="org.apache.jackrabbit.core.security.SimpleAccessManager">
<!-- <param name="config" value="${rep.home}/access.xml"/> -->
</AccessManager>
<LoginModule class="org.apache.jackrabbit.core.security.SimpleLoginModule">
<!-- anonymous user name ('anonymous' is the default value) -->
<param name="anonymousId" value="anonymous" />
<!--
default user name to be used instead of the anonymous user
when no login credentials are provided (unset by default)
-->
<!-- <param name="defaultUserId" value="superuser"/> -->
</LoginModule>
</Security>
<!--
location of workspaces root directory and name of default workspace
-->
<Workspaces rootPath="${rep.home}/workspaces" defaultWorkspace="default" />
<!--
workspace configuration template:
used to create the initial workspace if there's no workspace yet
-->
<Workspace name="${wsp.name}">
<!--
virtual file system of the workspace:
class: FQN of class implementing the FileSystem interface
-->
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${wsp.home}" />
</FileSystem>
<!--

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persistence manager of the workspace:


class: FQN of class implementing the PersistenceManager interface
-->
<PersistenceManager class="org.apache.jackrabbit.core.state.obj.ObjectPersistenceManager">
</PersistenceManager>
<!--
Search index and the file system it uses.
class: FQN of class implementing the QueryHandler interface
-->
<SearchIndex class="org.apache.jackrabbit.core.query.lucene.SearchIndex">
<param name="path" value="${wsp.home}/index" />
</SearchIndex>
</Workspace>
<!--
Configures the versioning
-->
<Versioning rootPath="${rep.home}/version">
<!--
Configures the filesystem to use for versioning for the respective
persistence manager
-->
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${rep.home}/version" />
</FileSystem>
<!--
Configures the persistence manager to be used for persisting version state.
Please note that the current versioning implementation is based on
a 'normal' persistence manager, but this could change in future
implementations.
-->
<PersistenceManager class="org.apache.jackrabbit.core.state.obj.ObjectPersistenceManager">
</PersistenceManager>
</Versioning>
<!--
Search index for content that is shared repository wide
(/jcr:system tree, contains mainly versions)
-->
<SearchIndex class="org.apache.jackrabbit.core.query.lucene.SearchIndex">
<param name="path" value="${rep.home}/repository/index" />
</SearchIndex>
</Repository>
</repository>
</extension>
</component>

Change the two PersistenceManager sections defining various database connection settings.

Refer to the Jackrabbit documentation for more information, and to the Jackrabbit Javadoc for details about
configuring the PersistenceManager.

In particular, decide if you want the binary blobs stored inside the database or in the filesystem (change
externalBLOBs to true if you want them outside the database, in the filesystem).

Using externalized Blobs can provide a performance improvement in particular if you need to store a lot of big
files. Depending on the RDBMS used, there may also be a max size limit for blob if you store them in the
RDBMS (for PostgeSQL 8.2 blobs are limited to 1 GB).

Here are some examples:

Example 44.5. Sample configuration for a PostgreSQL Jackrabbit repository

<!-- Workspaces configuration. Nuxeo only uses the default workspace. -->
(...)
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager"
<param name="driver" value="org.postgresql.Driver"/>
<param name="url" value="jdbc:postgresql://localhost/nuxeo"/>
<param name="user" value="postgres"/>
<param name="password" value="password"/>
<param name="schema" value="postgresql"/>
<param name="schemaObjectPrefix" value="jcr_${wsp.name}_"/>
<param name="externalBLOBs" value="false"/>
</PersistenceManager>
(...)
<!-- Versioning configuration. -->

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(...)
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager"
<param name="driver" value="org.postgresql.Driver"/>
<param name="url" value="jdbc:postgresql://localhost/nuxeo"/>
<param name="user" value="postgres"/>
<param name="password" value="password"/>
<param name="schema" value="postgresql"/>
<param name="schemaObjectPrefix" value="jcr_ver_"/>
<param name="externalBLOBs" value="false"/>
</PersistenceManager>

Example 44.6. Sample configuration for a MySQL Jackrabbit repository

<!-- Workspaces configuration. Nuxeo only uses the default workspace. -->
(...)
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.MySqlPersistenceManager">
<param name="driver" value="com.mysql.jdbc.Driver"/>
<param name="url" value="jdbc:mysql://localhost/nuxeo"/>
<param name="user" value="mysql"/>
<param name="password" value="password"/>
<param name="schema" value="mysql"/>
<param name="schemaObjectPrefix" value="jcr_${wsp.name}_"/>
<param name="externalBLOBs" value="true"/>
</PersistenceManager>
(...)
<!-- Versioning configuration. -->
(...)
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.MySqlPersistenceManager">
<param name="driver" value="com.mysql.jdbc.Driver"/>
<param name="url" value="jdbc:mysql://localhost/nuxeo"/>
<param name="user" value="mysql"/>
<param name="password" value="password"/>
<param name="schema" value="mysql"/>
<param name="schemaObjectPrefix" value="jcr_ver_"/>
<param name="externalBLOBs" value="true"/>
</PersistenceManager>

Note: "schemaObjectPrefix" must have different values in workspace & versioning configuration

For JackRabbit, there are some persistence manager specific to each RDBMS :
• for PostgreSQL: you may use
org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager

• for MySQL: you may use org.apache.jackrabbit.core.persistence.bundle.MySqlPersistenceManager

• for Oracle 10: you may use org.apache.jackrabbit.core.persistence.bundle.OraclePersistenceManager

• for MSSQL2005 you may use : org.apache.jackrabbit.core.persistence.bundle.MSSqlPersistenceManager

44.3.3. Set up your RDBMS


Create the database in the database server, enable IP connection, setup permissions and test the connection.

44.3.4. Start Nuxeo EP


You can now start JBoss AS and verify that your new repository is used!

44.4. Configuring Storage for other Nuxeo Services

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Many services beyond Nuxeo Core Repository are using an SQL database to persist their data, such as:
• Relations Service: RDF data is stored in SQL,

• Audit Service: Audit logs are stored via JPA,

• Tag Service: the tagging entities are stored in a table in the default Nuxeo DB via JPA,

• Directories: entries can be stored into an SQL database.


By default, all these services use the JBoss AS's embedded HSQLDB.

44.4.1. Configuring datasources


Each service can use a dedicated datasource to define the database connection. However, to simplify
configuration, all datasources are JNDI NamingAlias pointing to a single datasource (NuxeoDS). If you want to
change the default database, you can simply do the following:
• deploy the needed JDBC Driver in $JBOSS_HOME/server/default/lib,

• modify the datasource definition file in


$JBOSS_HOME/server/default/deploy/nuxeo.ear/datasources/unified-nuxeo-ds.xml.

The default configuration has a commented out PostgresSQL configuration.

To use a dedicated datasource for a service, you need to modify its configuration file. If you would like to store
audit logs in PostgreSQL using its own datasource, remove the NamingAlias in nxaudit-logs-ds.xml and
replace it with the datasource configuration example:

Example 44.7. Datasource for the Audit Service using PostgreSQL

<?xml version="1.0"?>
<datasources>
<local-tx-datasource>
<jndi-name>nxaudit-logs</jndi-name>
<connection-url>jdbc:postgresql://localhost/logs</connection-url>
<driver-class>org.postgresql.Driver</driver-class>
<user-name>username</user-name>
<password>password</password>
</local-tx-datasource>
</datasources>

We recommend to enable XA transactions if your database server support it (for PostgreSQL, you have to use
8.x versions). The following datasource definition example enables XA transaction for the Audit Service using
PostgreSQL.

Example 44.8. Datasource for the Audit Service using PostgreSQL with XA transactions

<?xml version="1.0"?>
<datasources>
<xa-datasource>
<jndi-name>nxaudit-logs</jndi-name>
<xa-datasource-class>org.postgresql.xa.PGXADataSource</xa-datasource-class>
<xa-datasource-property name="ServerName">localhost</xa-datasource-property>
<xa-datasource-property name="PortNumber">5432</xa-datasource-property>
<xa-datasource-property name="DatabaseName">logs</xa-datasource-property>
<xa-datasource-property name="User">postgres</xa-datasource-property>
<xa-datasource-property name="Password">password</xa-datasource-property>
<track-connection-by-tx/>
</xa-datasource>
</datasources>

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See Datasources Configuration on the JBoss wiki for more examples of datasources.

This method works for most services:


• Audit: nxaudit-logs-ds.xml

• Placeful Configuration Service & Subscriptions: nxplaceful-ds.xml

• UID generator: nxuidsequencer-ds.xml

• jBPM engine: nxworkflow-jbpm-ds.xml

• Workflow Document Service: nxworkflow-documents-ds.xml

• Archive management: nxarchive-records-ds.xml

• Relations: nxrelations-default-jena-ds.xml

• Compass search engine: nxsearch-compass-ds.xml

44.4.1.1. Special MySQL needs

MySQL is a quirky database which sometimes needs very specific options to function properly.

The datasources used by Jena (nxrelations-default-jena-ds.xml and nxcomment-jena-ds.xml) need to use


a "relax autocommit" mode. To enable that, change the connection-url in the datasources to something like:

<connection-url>
jdbc:mysql://localhost/nuxeo?relaxAutoCommit=true
</connection-url>

The datasource used by Compass (nxsearch-compass-ds.xml) needs to be put in "relax autocommit" too, and
in addition it needs an "emulate locators" option:

<connection-url>
jdbc:mysql://localhost/nuxeo?relaxAutoCommit=true&amp;emulateLocators=true
</connection-url>

This is documented at http://static.compassframework.org/docs/latest/jdbcdirectory.html .

Note the &amp; syntax for the URL parameters instead of just & because the URL is embedded in an XML file.

44.4.2. Relation service configuration


The Relation Service uses a datasource to define the data storage. However modifying the datasource is not
enough, you also have to tell to the Jena engine which database dialect is used, as it doesn't auto-detect it.

To do that, edit the sql.properties file in $JBOSS_HOME/server/default/deploy/nuxeo.ear/config/ and


change the definition of the org.nuxeo.ecm.sql.jena.databaseType property. The possible values are:
• Derby

• HSQL

• MsSQL

• MySQL

• Oracle

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• PostgreSQL

In the same file, the property org.nuxeo.ecm.sql.jena.databaseTransactionEnabled is set to true by


default.

Please refer to the Jena Site for more information about database support.

The value of the above properties are used as variables by the extension point defining the Jena configuration,
so that they only have to be changed in one place.

44.4.3. Tag service configuration


The Tag Service uses a datasource file to define the data storage. The service uses joins with tables located in
default repository DB instance, so in order to work it is a must to be configured on the same database instance
as the default repository. Short line, the nxtags-ds.xml file has to be compliant with whatever is set in the
default-repository-ds.xml file.

44.4.4. Compass search engine dialect configuration


Note that this section is obsolete in Nuxeo 5.2, and should not be used anymore.

The Compass plugin is configured using a datasource, but at the time of this writing it still needs some
additional configuration in a file embedded in its Jar. You should go to
$JBOSS_HOME/server/default/deploy/nuxeo.ear/system/ and inside the directory
nuxeo-platform-search-compass-plugin-5.1-SNAPSHOT.jar (the version number may be different) then edit
the file compass.cfg.xml. You will find a section like:

<connection>
<jdbc managed="true"
dialectClass="org.apache.lucene.store.jdbc.dialect.HSQLDialect"
deleteMarkDeletedDelta="3600000">
<dataSourceProvider>
<jndi lookup="java:/nxsearch-compass" />
</dataSourceProvider>
</jdbc>
</connection>

The dialectClass has to be changed according to your datasource configuration. The possible values end with
MySQLDialect, PostgreSQLDialect , etc. They are documented in the Compass documention about SQL
dialects .

44.5. Setting up a new repository configuration


If you just want to change the default repository name appearing in the url
http://.../nuxeo/nxdoc/default/, modify the repository name value in:

• default-repository-config.xml

• platform-config.xml

TODO: Nuxeo configuration has changed, the two above sections need to be updated.

44.5.1. Add the new repository configuration


Create a repository definition as a contribution to the extension point
org.nuxeo.ecm.core.repository.RepositoryService (for example: MyRepo-repositoy-config.xml) in
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config/.

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You can take example on the default repository definition


$JBOSS_HOME/server/default/deploy/nuxeo.ear/config/default-repository-config.xml.

You have to properly configure the following aspects:


• the name of the component (name="org.nuxeo.project.sample.repository.MyRepo"), which must be
unique among component names,

• the name of the repository (<repository name="MyRepo">), which is used to refer to it from your
application and must also be unique among repository names,

• the various database connection settings (driver, user, password, schema, etc.),

• decide if you want the binary blobs stored inside the database or in the filesystem (change
externalBLOBs to true if you want them outside the database).

Refer to the Jackrabbit documentation for more information, and to the Jackrabbit Javadoc for details about
configuring the BundleDbPersistenceManager.

Example 44.9. Sample configuration for a PostgreSQL Jackrabbit repository

<?xml version="1.0"?>
<component name="org.nuxeo.project.sample.repository.MyRepo">
<extension target="org.nuxeo.ecm.core.repository.RepositoryService" point="repository">
<repository name="MyRepo"
factory="org.nuxeo.ecm.core.repository.jcr.JCRRepositoryFactory"
securityManager="org.nuxeo.ecm.core.repository.jcr.JCRSecurityManager"
forceReloadTypes="false">
<Repository>
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${rep.home}/repository"/>
</FileSystem>
<Security appName="Jackrabbit">
<AccessManager class="org.apache.jackrabbit.core.security.SimpleAccessManager">
</AccessManager>
<LoginModule class="org.apache.jackrabbit.core.security.SimpleLoginModule">
<param name="anonymousId" value="anonymous"/>
</LoginModule>
</Security>
<!-- Workspaces configuration. Nuxeo only uses the default workspace. -->
<Workspaces rootPath="${rep.home}/workspaces" defaultWorkspace="default"/>
<Workspace name="${wsp.name}">
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${wsp.home}"/>
</FileSystem>
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager"
<param name="driver" value="org.postgresql.Driver"/>
<param name="url" value="jdbc:postgresql://localhost/nuxeo"/>
<param name="user" value="postgres"/>
<param name="password" value="password"/>
<param name="schema" value="postgresql"/>
<param name="schemaObjectPrefix" value="jcr_${wsp.name}_"/>
<param name="externalBLOBs" value="false"/>
</PersistenceManager>
<SearchIndex class="org.apache.jackrabbit.core.query.lucene.SearchIndex">
<param name="path" value="${wsp.home}/index"/>
</SearchIndex>
</Workspace>
<!-- Versioning configuration. -->
<Versioning rootPath="${rep.home}/version">
<FileSystem class="org.apache.jackrabbit.core.fs.local.LocalFileSystem">
<param name="path" value="${rep.home}/version"/>
</FileSystem>
<PersistenceManager class="org.apache.jackrabbit.core.persistence.bundle.PostgreSQLPersistenceManager"
<param name="driver" value="org.postgresql.Driver"/>
<param name="url" value="jdbc:postgresql://localhost/nuxeo"/>
<param name="user" value="postgres"/>
<param name="password" value="password"/>
<param name="schema" value="postgresql"/>
<param name="schemaObjectPrefix" value="jcr_ver_"/>
<param name="externalBLOBs" value="false"/>
</PersistenceManager>
</Versioning>
<!-- Index for repository-wide information, mainly versions. -->
<SearchIndex class="org.apache.jackrabbit.core.query.lucene.SearchIndex">
<param name="path" value="${rep.home}/repository/index"/>
</SearchIndex>
</Repository>

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</repository>
</extension>
</component>

44.5.2. Declare the new repository to the platform


TODO: this should be moved to a different section as it doesn't pertain to the SQL configuration itself.

You have now replaced the default repository (demo) with your newly defined one (MyRepo). To actually use it,
create or edit the file MyPlatform-Layout-config.xml in
$JBOSS_HOME/server/default/deploy/nuxeo.ear/config/ and configure the parameters as shown in the
following example.
<?xml version="1.0"?>
<component name="MyPlatformLayout">
<require>org.nuxeo.ecm.platform.api.DefaultPlatform</require>
<extension target="org.nuxeo.ecm.platform.util.LocationManagerService" point="location">
<locationManagerPlugin> <!-- This disable the default (demo) repository -->
<locationEnabled>false</locationEnabled>
<locationName>demo</locationName>
</locationManagerPlugin>
<locationManagerPlugin> <!-- This enable your new repository -->
<locationEnabled>true</locationEnabled>
<locationName>MyRepo</locationName> <!-- Use the name of your repository -->
</locationManagerPlugin>
</extension>
<extension target="org.nuxeo.ecm.core.api.repository.RepositoryManager"
point="repositories">
<documentation>The default repository</documentation>
<repository name="MyRepo" label="My Repository"/>
</extension>
<extension target="org.nuxeo.runtime.api.ServiceManagement" point="services">
<service class="org.nuxeo.ecm.core.api.CoreSession" name="MyRepo" group="core">
<locator>%DocumentManagerBean</locator>
</service>
</extension>
</component>

This sample configuration creates a new repository in the core Group that will be assigned to the default server.
If you want to have it located on an other server you can use:

<extension target="org.nuxeo.runtime.api.ServiceManagement" point="servers">


<!-- define new locator for group MyGroup -->
<server class="org.nuxeo.runtime.api.JBossServiceLocator">
<group>MyGroup</group>
<property name="java.naming.factory.initial">org.jnp.interfaces.NamingContextFactory</property>
<property name="java.naming.provider.url">jnp://MyServer:1099</property>
<property name="java.naming.factory.url.pkgs">org.jboss.naming:org.jnp.interfaces</property>
</server>
<!-- bind MyRepo to MyGroup -->
<extension target="org.nuxeo.runtime.api.ServiceManagement" point="services">
<service class="org.nuxeo.ecm.core.api.CoreSession" name="MyRepo" group="MyGroup">
<locator>%DocumentManagerBean</locator>
</service>
</extension>
</extension>

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Chapter 45. LDAP Integration

45.1. For users/groups storage backend


The user interface in Nuxeo EP gets the data from NXDirectory. As a consequence you can choose your source.
By default, the users/groups data is stored in a SQL database. If you want to get the users from a LDAP
directory, you need to deploy one of the following configuration:
• Users in LDAP, groups in SQL

Go to the examples sub-folder and copy the default-ldap-users-directory-bundle.xml file in the


nuxeo.ear/config folder of the JBoss instance (or bundle it in a jar, cf packaging in this guide). This
sample setup replaces the default userDirectory configuration SQL with users fetched from the LDAP
server. The groupDirectory remains unaffected by this setup. You might want to copy the file
default-virtual-groups-bundle.xml and adjust defaultAdministratorId to select a user from your
LDAP that have administrative rights by default. You can also configure the section on defaultGroup to
make all users members of some default group (typically the members group) so that they have default
right without having to make them belong to groups explicitly.

• Users and groups in LDAP

Copy the users setup as previously; moreover copy the default-ldap-groups-directory-bundle.xml


file in the nuxeo.ear/config folder of the JBoss instance. This sample setup which is dependent on the
previous one additionally overrides the default groupDirectory setup to read the groups from the LDAP
directory typically from groupOfUniqueNames entries with fully qualified dn references to the user entries
or to subgroups. You can edit the nuxeo.ear/config/*.xml files on the JBoss instance, but you will
need to restart JBoss to take changes into account.

You can find additional information on those settings in the documentation for LDAPDirectory extension point.

The detailed architecture of the authentication and user management modules of Nuxeo can be found in the
user authentication and directories chapters of the reference guide.

See the Nuxeo Community Site FAQ for specific cases.

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Chapter 46. OpenOffice.org server installation
OpenOffice.org (OOo) is used on server-side for different tasks such as file transforms (eg. to PDF) or other
advanced tasks.

46.1. Installation
See http://www.openoffice.org/ for installation procedure if not provided by your OS.

46.1.1. Start server


Since version 2.3, OpenOffice can be started in headless mode. This means that under linux, you non longer
need to run a Xvfb.

Use the oooctl control script or, depending on your system and installation method, start OOo running :

• for Linux:
/path/to/openoffice/program/soffice.bin
-headless -nofirststartwizard
-accept="socket,host=localhost,port=8100;urp;StarOffice.Service"

• for Mac OS X:
/path/to/openoffice.app/Contents/MacOS/soffice.bin
-headless -nofirststartwizard
-accept="socket,host=localhost,port=8100;urp;StarOffice.Service"

• for Windows:
soffice.exe -headless
-nofirststartwizard
-accept="socket,host=localhost,port=8100;urp;StarOffice.Service"

46.1.2. Parameters

46.1.2.1. -headless

The -headless switch lets OOo manage to answer every question that may occur with a default response
avoiding dead-locks. It also hides the OOo windows if a display is available by default (eg. Ms Windows).
Note that the -invisible switch is not used as it is redundant and errors on PDF exports may occur.

46.1.2.2. -nofirststartwizard

The -nofirststartwizard skips any post-install wizard, allowing to use OOo directly after the installation
without any user parameterization.

Install nxSkipInstallWizard.oxt extension to make this parameter permanent.

46.1.2.3. -accept

The UNO protocol implies that OOo is opened in listening mode on a network interface. This parameter let OOo
listen on the right interface and port.

Install nxOOoAutoListen.oxt extension to set this listening permanent.

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Alternate method: this could also be done by adding this connection info in OOo Setup.xcu configuration file.
<node oor:name="Office">
<prop oor:name="ooSetupConnectionURL">
<value>socket,host=localhost,port=8100;urp;StarOffice.Service</value>
</prop>
</node>

46.1.3. Installing an extension


Nuxeo has developed some tools to ease the settings, they are available at the Nuxeo svn tools ooo section as
extensions to install in OpenOffice. This can be done thru the GUI via the menu "Tools>Extensions
Manager>Add..." or by opening the wanted extension with OpenOffice. To do it from a command line, run:

/path/to/openoffice/program/unopkg add extension.oxt

46.1.4. Notes

46.1.4.1. Multi-machine

On multi-machine deployment, we recommend to install OOo on the server running the webapp (ie stateless
server on a bi-machine "stateless/stateful" installation).

46.1.4.2. OpenOffice lower than 2.3.x

For OOo versions lower than 2.3, a graphical interface is needed. If the server that hosts OOo is Linux server
that has no X installed, then the X virtual frame buffer tool Xvfb (or xvfb-run depending of your distribution)
can be used to create a suitable display.

Xvfb :77 -auth Xperm -screen 0 1024x768x24


export DISPLAY=":77.0"

xvfb-run -a /path/to/openoffice/program/soffice.bin
-headless -nofirststartwizard
-accept="socket,host=localhost,port=8100;urp;StarOffice.Service"

46.1.4.3. 32/64 bits

Note that the platform used for both the JVM and OOo have to be consistent to allow UNO protocol to work:
with a 32 bits JVM, you'll have to use the 32 bits OOo version while the 64 bits one will be mandatory for a 64
bits JVM.

46.2. Running OpenOffice as a Daemon

46.2.1. Nuxeo OOo Daemon


Starting with 5.2-M4, Nuxeo includes a Daemon to start and manage OpenOffice server.

This daemon is based on the OpenOffice Server Daemon project

OOo Daemon provides :


• OpenOffice server automatic startup

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Depending on configuration the OOo Server may be started automatically when Nuxeo starts or on first
call.

• OpenOffice server instances pooling

Daemon can manage several OpenOffice instance (workers) and distribute tasks across them. In order to
avoid leaks, OOo workers are recycled.

46.2.2. Configuring Nuxeo OOo Daemon


Configuration is done via an xml extension point. Defaut config can be editer in file located in
nuxeo.ear/config/ooo-config.xml.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.convert.oooDaemon.config.default">
<extension target="org.nuxeo.ecm.platform.convert.oooserver.OOoDaemonManagerComponent"
point="oooServerConfig">
<OOoServer>
<!-- enable Nuxeo Daemon to manage OOo server instances : default is true -->
<enableDaemon>true</enableDaemon>
<!-- define OOo server listen IP : used even if daemon is disabled -->
<oooListenIP>127.0.0.1</oooListenIP>
<!-- define OOo server listen port : used even if daemon is disabled -->
<oooListenPort>8100</oooListenPort>
<!-- define Daemon listen port : used only if daemon is enabled -->
<oooDaemonListenPort>8101</oooDaemonListenPort>
<!-- define number of OOo worker process : used only if daemon is enabled -->
<oooWorkers>1</oooWorkers>
<!-- define OOo installation path : used only if daemon is enabled -->
<!-- if not defined Nuxeo will try to find the path automatically -->
<!--<oooInstallationPath>/usr/lib/openoffice/program</oooInstallationPath>-->
<!-- define jpipe library path : used only for OOo 3 -->
<!--<jpipeLibPath>/opt/openoffice.org/ure/lib</jpipeLibPath>-->
<!-- define number of time a worker process can be used before being recycled: used only if daemon is enable
<oooWorkersRecycleInterval>10</oooWorkersRecycleInterval>
<!-- define is Daemon is started at server startup : used only if daemon is enabled -->
<autoStart>false</autoStart>
</OOoServer>
</extension>
</component>

In most cases, you should not have to define the location of your OpenOffice installation as the Daemon will
try to find it in the standard installation path.

If you want to use OpenOffice 3.x, you have to specify the jpipeLibPath in order to enable jpipe that is used by
the Daemon to communicate with OpenOffice workers.

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Chapter 47. Run Nuxeo EP with a specific IP binding
To be able to call the Nuxeo Services remotely using the Nuxeo Framework (e.g. when using Nuxeo RCP), you
will need to bind an IP address when running the server. To do this, a few step are needed:
• in $JBOSS_HOME/server/default/deploy/nuxeo.ear/config/nuxeo.properties change the value of
org.nuxeo.ecm.instance.host, replace "localhost" by the IP address of the JBoss server,

• in $JBOSS_HOME/server/default/deploy/nuxeo.ear/config/platform-config.xml

mono-server: ${org.nuxeo.ecm.instance.host} is used to reference address set in nuxeo.properties

multi-server: either use IP or set DNS aliases in your hosts file (default names in Nuxeo packages are
usually something like nxcoreserver, nxsearchserver, nxplatformserver, nxjmsserver, nxwebserver,
nxdbserver).

• in $JBOSS_HOME/server/default/deploy/nuxeo.ear/config/datasources/core-events-ds.xml
replace, if enabled, the 127.0.0.1 value of java.naming.provider.url by the IP address of the Jboss
server,

• start jboss with the -b option:

./run.sh -b server_IP_address

IP behavior change between JBoss 4.0.x and JBoss 4.2.x


When no IP is specified, JBoss 4.0 is bound to listening on any address, not only on localhost.

For obvious security reasons, JBoss 4.2 (version required by Nuxeo EP 5.2) has a different
behavior. If you still want this, use -b 0.0.0.0

For a server in production, see SecureJBoss.

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Chapter 48. Backup, restore and reset
Note
For server migration (moving a Nuxeo instance from a server to another), follow the backup
procedure on the source server and then the restore procedure on the destination server.

Note
Nuxeo-shell may be used for import/export purpose but it's not the same as the "system backup"
described here.

48.1. Backup
Important
It is highly recommended to stop nuxeo during backup.

If you use a database, you may switch it in a "hot backup" mode to ensure that all new incoming
requests will wait the end of the backup process.

Backup these directories and files:


• Nuxeo libraries deployed in JBoss as they are specific to the running Nuxeo EP version

$JBOSS/server/default/lib/nuxeo*

• Nuxeo EP EAR (Entreprise ARchive)

$JBOSS/server/default/deploy/nuxeo.ear/

• data stored on filesystem

$JBOSS/server/default/data/

• it could be useful to backup logs

$JBOSS/server/default/log/

Backup your database(s) if you use one (some).

Finally, backup any file you have customized. Here is a short list of such files :
• if you changed JVM startup parameters (run.bat, run.conf) or use Nuxeo's startup script (jbossctl,
jbossctl.conf, bind.conf)

$JBOSS/server/bin

• if you changed the logging levels (log4j.xml)

$JBOSS/server/default/conf

• if you added some .jar files for specific JDBC drivers

$JBOSS/server/default/lib

• if you changed JBoss configuration (like mail-service.xml)

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$JBOSS/server/default/deploy

48.2. Backup before an upgrade


If you plan an upgrade, you may backup separately the configuration files in order to easily apply again your
configuration on the default one (take care not to loose any evolution on these files):
• Main configuration is in $JBOSS/server/default/deploy/nuxeo.ear/config

• Datasources are defined in $JBOSS/server/default/deploy/nuxeo.ear/datasources

• Compass backend is configured in


$JBOSS/server/default/deploy/nuxeo.ear/system/nuxeo-platform-search-compass-plugin*/compass.cfg.xm

48.3. Restore
All you need is to restore previously saved database(s), files and directories.

48.4. Reset
You can simply reset Nuxeo by removing its data: delete $JBOSS/server/default/data/ and empty all used
databases. On start, Nuxeo EP recreates all its tables, files and directories.

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Chapter 49. Offline client synchronization
Note
This procedure applies only for clients working in read-only mode. Otherwise, the synchronization
procedures are failing.

49.1. Working environment


The environment contains 2 Nuxeo servers. One of them (further named "offline server") is the Client machine
working in read-only mode. The second (further named "online server") is the base Nuxeo server. The user
wants to have on own offline server a replication of the documents on online server so the user can consult
them (not to modify) offline.

The target is to upload on offline server the entire set of visible documents for user from online server.
Subsequent synchronizations should require minimum amount of data transfer.

The online server synchronization module is the nuxeo-platform-sync-server project, available as addon. It is
enough to deploy it to have the feature enabled.

The offline server needs:


• nuxeo-platform-sync-client-api, nuxeo-platform-sync-client-core. nuxeo-platform-sync-client-web,
available as addons, deployed

• flag org.nuxeo.ecm.webapp.readonly.mode set true in the nuxeo.properties.

49.2. Use case


As user I want to be able to synchronize my offline server.

Step 1: An empty mini Nuxeo server is used.

Step 2: Using the synchro GUI, the mini Nuxeo server is configured to connect to online server. The
mini-server is updated.

Step 3: User checks to see that all accessible documents are available offline

Step 4: Using the same synchro UI, further synchronization are effective.

49.3. User guide


The offline server user logs in and navigates to "Synchronize" page (following the link in top tool list). The
user provides the credentials on the server, starts the synchronizations and, on completion, if required, logs in
back with the new credentials.

49.4. How does it work?


The data workflow on server is simple:
• WS Addressing webservice is made available by the server to allow client requests: the current situation
and the DocumetnSnapshot of a particular document. The blobs are requested through a restlet.

• ExportRestlets are provided to download relations in RDF format and directories XML based custom
encoded.

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The data workflow on client is a little more complicated, as the client is responsible to decide what documents
need to be updated:
• The module is able to obtain the webservice SEI based on the provided credentials. With this, the module
requests for server the tuples describing the current situation, or the DocumentSnapshot of a particular
document.

• Also, the query ran on server is provided to client in order to have the same scope of documents
synchronized.

• Servers runs the query with the user credentials and provides a list of tuples containing: the document id,
path, type (including version / proxy selector), modification date, context data for allowing import. Client
compares the list with the current situation running the same query.

• First it removes the documents no longer available.

• After it adds the new documents (in order: usual documents, versions, proxies).

• And finally it updates the documents modified.

The documents are added through Core import, allowing preserving the document ID. Also, this method allows
to "add" proxies and versions easily. The update of documents is made in several steps:
• first, the client requests the FlagedDocumentSnapshot (a DocumentSnapshot + the hasBlobs flag) on
synchro webservice;

• the DocumentSnapshot map of properties are set on the local document using a mechanism very likely
with the core import/export;

• if the document has blobs, client makes request to ExportRestlet for the document export;

• the Client reads the document.xml and the blob files received and adds them in the document.

The vocabularies and relations are exported entirely and also are imported by replacing existing ones.

Note
Known bug: in the case of security wholes in the tree, the offline server can end up in an undefined
state. For instance: user has read rights on Workpspace A, not on Folder B below and has on Folder
C below. The Folder C can't be created on offline server as Folder B is not supplied from server.

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Chapter 50. Replication tool

50.1. Functional Objective


The system replication feature aims to clone entire collection of data existing in a Nuxeo system. Consequently
the clone has to be importable in another system leading to a complete replication of the system. Such feature is
obviously an important gain because it allows:
• complete backup of system

• complete data migration

• replication of complex systems

Three projects are designed to accomplish the objectives:


• common modules

• export modules

• import modules

The export module is also ported on 5.1, allowing migration from older storages to current supported Nuxeo
deployment.

50.2. Use cases


• UC1 System backup

As administrator I want to make a backup of the system

1. Administrator is managing a complex Nuxeo system (including: users, document base, relations, etc.)

2. Administrator ensures that for the time the replication occurs no actions are performed on server (no
user connects, change documents, etc.)

3. Administrator starts the system export. No other actions are performed.

4. Administrator acknowledges the finish of the replication and the results. The UI and the server log
provides the right information.

5. The archive is stored safely.

• UC2 Data migration 5.1 to 5.2

As Administrator I want to migrate 5.1 server to 5.2 server

1. Administrator is managing a complex Nuxeo 5.1 system (including: users, document base, relations,
etc.) and has a fresh new installed 5.2 system

2. Administrator ensures that for the time the replication occurs no actions are performed on server (no
user connects, change documents, etc.) on both servers

3. Administrator starts the 5.1 system export. No other actions are performed.

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Replication tool

4. Administrator acknowledges the finish of the replication and the results. The UI and the server log
provides the right information.

5. Administrator copies the clone on a fresh new Nuxeo 5.2 machine.

6. Administrator starts the import of the clone. No other actions are performed.

7. Administrator acknowledges the finish of the import and the results. The UI and the server log provides
the right information.

8. As result, the new Nuxeo system is a perfect replication of the initial one.

• UC3 Backup import

As Administrator I want to import an older backup.

1. Administrator is managing a Nuxeo 5.2 system (including: users, document base, relations, etc.) and has
an older backup archive

2. Administrator ensures that for the time the import occurs no actions are performed on server (no user
connects, change documents, etc.)

3. Administrator optionally cleans up the DB before import.

4. Administrator starts the import of the clone. No other actions are performed.

5. Administrator acknowledges the finish of the import and the results. The UI and the server log provides
the right information.

6. As result, the new Nuxeo system is a perfect replication of the initial one.

50.3. User guide


A complete user guide can be found at http://doc.nuxeo.org/xwiki/bin/view/FAQ/ReplicateNuxeoRepository

50.4. How does it work?


The Nuxeo system contains a heterogeneous collection of data.

In this moment the following type of objects are considered:


• documentary base

• usual documents (workspaces and templates content, comments, tags, etc.)

• versions (the checked in documents)

• proxies (published documents)

• relation graphs

• vocabularies (excluding groups and users)

• groups and users

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Replication tool

• different other tables (audit, tagging, etc.)

The approach needs to be different in the case of each type.

A special attention must be paid to the Seam and core sessions. Long operations could be broken by the Seam
context. Thinking of repositories with 200,000 documents and more the Seam session is not suitable.

Also data as relations or vocabularies are easier to manage through already existing services, meaning the need
of container context.

The super user context is always used.

The export and import need to be considered one along the other.

Transaction management

In a JEE environment, we must take care of the transactions in order to:


• avoid timeouts avoid filling up the transaction cache (ex : prepare statement in case of PGSQL)

• avoid letting the DataSource in a dirty state

As general TX guideline, we must handle transactions during import/export by hand (not let the container do it)
by controlling the core session. We must handle batches (ie : commit any X documents is the DB is in a clean
state). During the export, since we don't write into Nuxeo, TX is not that important. During import TX
management is very important. It is important to maintain the right order in importing resources. Also, the
import must be done one by one or in small chunks. The resume log MUST be in sync with the TX
management : only batches that are successful must be logged.

Replication directory structure

/Replication Root

/Documentary Base

/Usual Documents

/Workspaces

/workspace1

/folder1

.........................

/Templates

.........................

/Versions

/version1 ID

.........................

/Relations

/graph1

.........................

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/Vocabularies

/directory1

.........................

/Groups

/group1

.........................

/Users

/user1

.........................

/Tables

/Audit

/Tagging

Anyway, storing the document in a FS tree is a good idea:


• avoid FS problems (too may children)

• allow easy multi-threading import

The system replication is made inside a single directory named “Replication Root”. Under it, “Documentary
Base” contains the documents. Under it, the “Usual documents” contains the repository exported muck likely
the export utility. The file names are the names of the documents. The path of Nuxeo documents is unique, so it
can be used without worrying of duplicates. We can find the usual documents exported, with blobs offline, with
a new ACL encoded export for each document (inside the usual document.xml file). The lifecycle state is
already saved in the document export). And also a new file named “import.export” containing the contextual
metadata required for core import. Under “Documentary Base” the “Versions” folder contains the checked in
versions. The versions are exported as the usual documents with proper metadata for core import. All versions
are exported flat in directories named as their ID. The proxy documents are exported amongst the usual
documents. They should only contain the core export-import metadata, these being enough for reconstructing
the proxy.

Under “Relations” every graph is RDF exported as “rdf.xml” under the graph name folder.

Under “Vocabularies” every directory is custom XML exported as “vocabulary.xml” under the directory name
folder.

Under “Groups” and “Users” the existing entities are saved in folders named by the entity name. Inside every
directory a custom XML file “user.xml” or “group.xml” file is holding the Nuxeo specific data on the entity
(see NuxeoPrincipal and NuxeoGroup).

Under “Tables” the existing and named tables are CSV exported.

The user has to provide the name of repository to be exported. The service itself creates a new thread to run the
export, respectively the import, and returns immediately in the bean.

The import occurs actually in 2 stages: first the document is core imported (in order to ensure the ID
preservation) using the contextual metadata; and after the actual import occurs (including the ACL). Data
migration may include additional steps. Because there were some schema changes between Nuxeo versions
data exported form a version 5.1.X may need to be modified before being imported into a 5.2. For this, we have
a 3 steps pipe : export from source; apply transformations; import transformed data. Before actual import, a
transformer can be contributed as Java extension mechanism. The transformer receives the exported document
XML representation and can touch it in any way. The resulted XML is later used in import instead of original

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one.

50.5. Customizing the import code


2 interfaces are provided to allow customizing the code behavior when doing the import.
• org.nuxeo.ecm.platform.replication.importer.DocumentXmlTransformer. It allows to transform the XML
document structure, as it was exported, just before importing. It offers the chance to touch the document
XML representation (as in Core IO export form). The transformation occurs in memory directly in the
DOM document. If it fails (with exception or null is returned) the initial structure is used. The default
implementation does nothing.

• org.nuxeo.ecm.platform.replication.importer.DocumentTypeSelector. It allows to decide if a particular


document gets imported or not based on the type selection. The default implementation rejects the type
"UserDataRoot".

In order to use it just set the custom implementation before running import in the service through the setter.

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Chapter 51. Monitoring Nuxeo
To monitor an application, you follow a set of values over a period of time and make sure some values don't go
over or under a certain threshold. The value can be the available memory, the number of file open, usage of
datasources ...

Inside JBoss, modules (called MBean) use an internal JMX server to communicate. Nuxeo, JBoss or the JVM
can use the MBean server to publish interesting data. Those data are then available by querying the JMX server.

To be able to monitor Nuxeo you need to:


• Configure Nuxeo so JBoss, Nuxeo and the JVM publish their information to the same JMX server. (
Section 51.1, “Configure Nuxeo to use a single JMX server.” )

• Choose the data you want to monitor. ( Section 51.2, “Interesting data to monitor.” )

• Retrieve information from the JMX Server by:

• persisting it on the server for later retrieval/analysis. ( Section 51.3, “Persisting and analysing data.” )

• using a tool to query the JMX server remotely. ( Section 51.4, “Querying the JMX server remotely” )

51.1. Configure Nuxeo to use a single JMX server.

51.1.1. Configuration from Nuxeo 5.3.0


The configuration is not specific to Nuxeo. JBoss documentation is available here

A JMX server allows communication between different MBean. From Java 5, a JMX server is included in the
JVM. JBoss creates its own JMX server. To set JBoss so it uses the same JMX server than the JVM and to be
able to connect to it, you need modify the command line to launch JBoss

For a linux distribution you need to add to run.conf:


# Enable the jconsole agent locally
JAVA_OPTS="$JAVA_OPTS -Dcom.sun.management.jmxremote"
# Tell JBossAS to use the platform MBean server
JAVA_OPTS="$JAVA_OPTS -Djboss.platform.mbeanserver"
# Make the platform MBean server able to work with JBossAS MBeans
JAVA_OPTS="$JAVA_OPTS -Djavax.management.builder.initial=org.jboss.system.server.jmx.MBeanServerBuilderImpl"

For Windows, you need to add to run.bat:


%JAVA_OPTS% -Dcom.sun.management.jmxremote
set JAVA_OPTS=%JAVA_OPTS% -Djboss.platform.mbeanserver
set JAVA_OPTS=%JAVA_OPTS% -Djavax.management.builder.initial=org.jboss.system.server.jmx.MBeanServerBuilderImpl

Because of a bug in jboss-cache, it is necessary to replace jboss-cache by a patched version. You need to
replace:
$JBOSS/server/default/deploy/nuxeo.ear/lib/jboss-cache-jdk50-1.4.0.SP1.jar

by the version available here

51.1.2. Configuration for Nuxeo 5.2.0


To configure for Nuxeo 5.2.0, you first need to follow the configuration for 5.3.0 ( Section 51.1.1,
“Configuration from Nuxeo 5.3.0”). You also need to modify the file
$JBOSS/server/default/deploy/nuxeo.ear/config/nuxeo.properties, set the value:

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org.nuxeo.runtime.management.exist=true

51.1.3. Configuration for Nuxeo before 5.2.0


To use a version before the 5.2.0, you need to follow the configuration for 5.2.0 ( Section 51.1.2,
“Configuration for Nuxeo 5.2.0” ). You also need to add the management jar to Nuxeo. Download the jar and
put it in the folder $JBoss/server/default/deploy/nuxeo.ear/plugins.

51.2. Interesting data to monitor.


Once you have set up monitoring, you can access all the MBean. The easiest is to open the jmx console:
http://localhost:8080/jmx-console. The interesting bean are (some information are available in multiple
MBean):
• jboss.ca:name=<DS name>,service=ManagedConnectionPool has attribute: ConnectionCount,
ConnectionDestroyedCount, ConnectionCreatedCount, AvailableConnectionCount,
InUseConnectionCount

• jboss.mq:service=DestinationManager has statistics attribute about JMS messages. (Important for Nuxeo
previous to 5.2.0)

• jboss.system:type=ServerInfo has operation: listMemoryPools (to check memory


usage),listThreadCpuUtilization and listThreadDump (this operation is usefull to find the root of a
problem)

• jboss.web:name=http-0.0.0.0-8080,type=ThreadPool shows currentThreadCount, currentThreadsBusy


and maxThreads

• java.lang:name=***,type=*** shows usage and peak useage of memory pools

• java.lang:type=Memory shows the memory usage.

• java.lang:type=OperatingSystem shows OpenFileDescriptorCount (to compare with


MaxFileDescriptorCount).

• jboss.web:host=localhost,path=/nuxeo,type=Manager shows the number of active sessions, the total


number of sessions.

You can also publish any Nuxeo Service as MBean so they will be easy to monitor. For more information you
can look at Chapter 27, Nuxeo's Management Service.

51.3. Persisting and analysing data.


This FAQ explains how to persist MBean to a file and how to analyse the log.

51.4. Querying the JMX server remotely


JBoss comes bundle with a command line tools called twiddle. Twiddle allows to connect to a remote JBoss to
query the JMX Server. It makes it the perfect tools to use with monitoring application such as Nagios.

To query a MBean using twiddle run:


twiddle.sh -s <URL> get <MBean Name>

The output can then easily be parsed.

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Chapter 52. The Nuxeo Shell

52.1. Overview
The Nuxeo Shell is a command line tool for everyone who needs simple and quick remote access to a Nuxeo
EP server. You can see it as the Swiss army knife for the Nuxeo EP world. It can be used by regular users to
browse or modify content, by advanced users to administrate Nuxeo servers, or by programmers to test and
debug.

The Nuxeo Shell is designed as an intuitive and extensible command line application. It can both serve as a
user, administrator or programmer tool, or as a framework to develop new Nuxeo command line clients.

The application is based on the Nuxeo Runtime framework and thus offers the same extension point mechanism
you can find on the server application.

The main features of the command line tool are:


• Two operating modes: an interactive and a batch mode.

• Advanced command line editing like:

• auto-completion

• command history

• command line colors

• command line shortcuts like: CTRL+K, CTR+A, etc.

• JSR223 scripting integration. You can thus connect and execute commands on a Nuxeo server in pure
scripting mode.

• Extensibility - using Nuxeo Runtime extension points

The advanced command line handling is done using the JLine library.

The only requirement is Java 5+. The tool works on any Unix-like OS, on Windows and on Mac OS X.

52.2. User Manual


The Nuxeo Shell application is packaged as a zip archive. To install it, you need to unzip and copy the content
in a folder.

The application folder structure is as follow:


+ nxshell
+ app
+ bundles
+ config
+ data
+ lib
+ lib
- Launcher.class
- log4j.properties
- launcher.properties
- nxshell.sh

• The lib folder contains JARs needed by the application launcher. The Launcher.class is the application
launcher and launcher.properties contains configuration for the launcher.

• log4j.properties is as you expect the configuration for log4j.

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• nxshell.sh is a shell script that launches the application.

• The app folder contains the application code and data.

• app/bundles contains the application OSGi bundles. These bundles will be deployed using a minimal
implementation of OSGi (the same that is used on the server side). We may replace the default
implementation by equinox later.

• app/lib contains third party libraries needed by the application bundles.

• app/config contains the application configuration files.

• app/data contains temporary data.

The only file you may need to change is the nxshell.sh script. Here is the content of this file:
#!/bin/bash
#JAVA_OPTS="$JAVA_OPTS -Xdebug -Xrunjdwp:transport=dt_socket,address=127.0.0.1:8788,server=y,suspend=y"
JAVA_OPTS="$JAVA_OPTS -Dorg.nuxeo.runtime.1.3.3.streaming.port=3233"
java $JAVA_OPTS Launcher launcher.properties $@

If you uncomment the first line, you will be able to run Nuxeo Shell in debug mode.

The second line [must] be commented out if on the server you are running on a nuxeo runtime
1.4.SNAPSHOT. When running against Nuxeo EP 5.1 you need to let this uncommented.

You can run the application in two modes:


1. In batch mode - in this mode you specify the command that will be executed. After the command
execution the process will exit. The command has to be passed as the first argument.

Here is an example of a command executed in batch mode:

$ ./nxclient.sh export /path/to/remote/doc /path/to/local/folder

Here is an example of a command executed in batch mode while also passing parameters:

$ ./nxclient.sh ls --host 192.168.2.54

2. In interactive mode - in this mode you can share a single session to run multiple commands against the
remote Nuxeo EP. To start the application in that mode you should run the interactive command in one
of two ways:

$ ./nxclient.sh interactive

$ ./nxshell.sh

After entering in interactive mode a command prompt will be displayed. At this prompt you can enter
commands in the same way you specify them on the command line in batch mode.

When not connected to a server, the prompt will be displayed as:

|>

After connecting to a server named, let's say "nuxeo-platform", the prompt will be

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The Nuxeo Shell

displayed as:

|nuxeo-platform>

So, as we've seen in the above examples, executing a command is done by using the following syntax:

command [options] [parameters]

where options and parameters are optional and are specific to the command you run.

Example:

import -u /path/to/doc /path/to/local_file

In this case "import" is the command, "-u" is a flag option and "path/to/doc" and "/path/to/local_file" are both
parameters

Parameters are stand alone arguments (they are not bound to a specific option) and can be retrieved
programmatically using their index. In the example above, the first parameter will have the index 0 while the
second the index 1.

52.2.1. Command Options


Command options are defined by a name and optionally a shortcut (a short name). When referring to an option
using its name you should prefix it by two hyphens '--'. When using short names you should only use one
hyphen as a prefix. For example if you have an option named "host" and using a short name of "h" the
following commands are equivalent:

$ ./nxshell.sh interactive -h localhost


$ ./nxshell.sh interactive --host localhost

Options may take values or may be used as flags turning on / off a specific option by their simple presence.

When using long names you should specify the option values immediately after the option. However when
using short names you can group options together. Let say for example we have a command that support 4
options: a, v, i, o. a and v are flag options and both i and o takes an argument as value. In this case the you can
group options like the following:

command -avi in_file -o out_file

or
command -avio in_file out_file

or anyhow you want. You should keep in mind that when grouping options that take arguments, these
arguments will be assigned to each of this options in the order they were specified on the command line.

52.2.1.1. Global Options

Besides the specific options that commands may define, there are several global options that apply to all
commands. These are:
• host (--host or -h) the Nuxeo EP host where to connect - defaults to localhost

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• port (--port or -p) the Nuxeo EP port where to connect - defaults to 62474

• username (--username or -u) the username to use - defaults to the "system" user

• password (--password or -P) the password to use

• debug (--debug or -d) to start with debug mode (logs at DEBUG level)

52.2.2. Commands
There is the list of all built-in commands of nuxeo shell.

Notes:
1. At the time of this writing some of these built-in commands are not yet implemented. Those are be
marked with an asterisk (*).

2. The commands can be grouped in two categories:

• offline commands - command that doesn't need a connection to work. Example: help, log etc.

• online commands - commands that requires a connection to work. These commands are automatically
connecting if no connection is currently established.

3. Some commands make no sense and are not available in both modes (batch and interactive). This will be
specified by each command if it is the case.

52.2.2.1. interactive

Runs in the interactive mode. This command is not available when already in interactive mode.

Has no specific options.

$ ./nxshell.sh interactive

52.2.2.2. help

Displays the help page.

Takes an optional parameter which is the name of a command.

By default, displays the global help page. If a command is given as an argument, displays the help page for that
command.

$ ./nxshell.sh help ls

52.2.2.3. log

Manage logs from console without having to edit log4j.xml. Allow to switch on/off a debug mode, add/remove
loggers, ...

log filename [log level [package or class]] creates a file (created in $PWD/log/ if filename do not contain path
separator, else given path is used). It will record logs at level greater or equal to level (if specified, else default
level is INFO; available values are TRACE, DEBUG, INFO, WARN, ERROR, FATAL). If a package or a
class (canonical name) is specified, logs will be filtered from this package/class.

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log off [package or class] stops logging. Applies on all custom appenders (console and filenames) if no
package or class is specified. Don't worry about the warning log off command may cause (the logger is
re-created):
log4j:WARN No appenders could be found for logger (org.nuxeo.ecm.shell.commands.InteractiveCommand).
log4j:WARN Please initialize the log4j system properly.

log debug switches debug mode on/off. Same result as starting the shell with -d (--debug) option. This
decrease the log level to DEBUG on console and filenames.

See log4j documentation for more information.

Available only in interactive mode

52.2.2.4. connect *

Connects to a given server. If a connection is already established, close it first.

Available only in interactive mode

52.2.2.5. disconnect *

Disconnects from the current connected server. If no connection exists, does nothing.

Available only in interactive mode

52.2.2.6. ls

Lists the children of the current folder in the repository.

By default, Folderish types are displayed in blue.

Note that the ls directory-name command is accepted but won't list the content of directory-name, it will
only list the content of the current directory. This might be improved in the future to provide a behavior alike
the one of the Unix ls command.

Available only in interactive mode

52.2.2.7. tree

Displays the complete tree structure of the documents as it would be returned by the Unix tree command.

Available only in interactive mode

52.2.2.8. cd

Changes the current directory in the repository (to a Folderish document)

52.2.2.9. pwd

Displays the current path in the repository.

52.2.2.10. view

Views info about document. The information displayed can be controlled using these command options:

--all (-a) - view all data

--system (-s) - view only the system data

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--acp - view the ACLs on that document

52.2.2.11. rm

Removes a document or a tree of documents.

52.2.2.12. mkdir

Creates a Folder document.

52.2.2.13. put

Uploads a blob to a file document. If the target document doesn't exists, creates it.

52.2.2.14. putx

Creates a document other than a file. Metadata (and blobs) are specified in the Nuxeo export format.

52.2.2.15. get

Downloads the blob from a File document.

52.2.2.16. getx

Gets a document as an XML file (as export, but only for a document).

52.2.2.17. export

Exports documents from the repository.

52.2.2.18. import

Imports documents into the repository.

52.2.2.19. script

Makes it possible to run external scripts. Here are examples of such scripts.

From interactive mode use:

script --file <path_to_your_script> <args>

52.2.2.20. chperm *

Changes a privilege on the given document.

52.2.2.21. useradd

Creates new user(s).

To create user joe:

useradd joe

To create the users define in the users.csv CSV file:

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useradd --file users.csv

52.2.2.22. groupadd *

Creates new group(s).

52.2.2.23. groupmod

Modifies a group

To add user joe to the company-service1 group:

groupmod --user joe company-service1

To set the users of the company-service1 group to be only joe

groupmod --set --user madarche company-service1

To add the users in the users_for_group.csv CSV file to the company-service1 group:

groupmod --file users_for_group.csv company-service1

To set the users of the company-service1 group to be the users define in the users_for_group.csv CSV file:

groupmod --file users_for_group.csv company-service1

52.2.2.24. select

Search the repository using the NXQL query language. For example:

select * from Document where ...

This command can be used as a starting point to write another script to perform search service queries if
needed.

This command is only available in the Nuxeo 5.2 branch.

52.2.2.25. lstypes *

52.2.2.26. viewtype *

52.2.2.27. lsusers *

52.2.2.28. lsgroups *

52.2.2.29. viewuser *

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52.2.2.30. viewgroup *

52.3. Troubleshooting

52.3.1. Check listened IP


Be sure on what precise IP address and what precise port the server is listening to. To find out, use the netstat
command on the server host. The example below shows that, on the same host, there are 2 servers listening on
the 62474 port but on different IP addresses. You should always use as arguments to the nuxeo shell the exact
IP address and port you find out.

$ sudo netstat -ntlap | grep 62474


tcp 0 0 ::ffff:192.0.0.11:62474 :::* LISTEN 3623/java
tcp 0 0 ::ffff:192.0.0.10:62474 :::* LISTEN 1346/java

Alternatively you can use the lsof command.

$ sudo lsof -i :62474


COMMAND PID USER FD TYPE DEVICE SIZE/OFF NODE NAME
java 3623 jboss 266u IPv6 0x5d69a70 0t0 TCP [::192.0.0.11]:62474 (LISTEN)
java 1346 jboss 266u IPv6 0x5d7af30 0t0 TCP [::192.0.0.10]:62474 (LISTEN)

52.3.2. Check connected server


Be sure to be connected on the right server. To do so, issue a view command. This will display information on
the current context:

192.0.0.10> view
--------------------------------------------------------------------
UID: 2a13db70-f133-473c-9a90-6838d01610aa
Path: /
Type: Root
--------------------------------------------------------------------
Title: 2a13db70-f133-473c-9a90-6838d01610aa
Author: null
Created: null
Last Modified: null
--------------------------------------------------------------------
Description: 2a13db70-f133-473c-9a90-6838d01610aa
--------------------------------------------------------------------

52.3.3. Multi-machine case


When working with multi-machine installation, connect the Nuxeo Shell on the server running Nuxeo Core (i.e.
the stateful server on a bi-machine configuration).

52.4. Extending the shell


If you a need a new command (a new functionality) not provided by the Nuxeo Shell, you can add it very
simply by writing a Nuxeo plugin in exactly the same manner you would for a Nuxeo server instance. This is
done by writing a Java class for each new shell command and declaring (that is registering) each command in a
single XML file as a contribution to an extension point.

Here is an example of how to register two imaginary new custom commands addapplicants and
purgeobsoletedocs.

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52.4.1. Registering New Custom Commands


This is how to register the new commands:

<?xml version="1.0"?>
<component name="com.company.nuxeo.shellcommands" version="1.0">
<documentation>
Extra Nuxeo Shell commands shown as examples for the Nuxeo Book.
</documentation>
<extension target="org.nuxeo.ecm.shell.CommandLineService" point="commands">
<command name="purgeobsoletedocs" class="com.company.nuxeo.shellcommands.ObsoleteDocsPurgeCommand">
<description>
Purge obsolete documents considering based on predefined hard-coded logic.
</description>
<help>Purge obsolete documents</help>
</command>
<command name="addapplicants" class="com.company.nuxeo.shellcommands.ApplicantsAdderCommand">
<description>
Adds applicants by creating the right folders with the right permissions.
</description>
<params>
<param index="0" type="path" />
</params>
<help>Adds applicants</help>
</command>
</extension>
</component>

52.4.2. Java Code for the new commands


This is how to write a Java class for a new command:

public class ApplicantsAdderCommand extends AbstractCommand {


public static final String COMMAND_NAME = "addApplicants";
public void run(CommandLine cmdLine) throws Exception {
String[] elements = cmdLine.getParameters();
// parse command line
if (elements.length != 1) {
log.error("Usage: " + COMMAND_NAME + " file");
return;
}
File file = new File(elements[0]);
addApplicants([...]);
}
void addApplicants([...]) {
}
}

52.4.3. Building the shell plugin


Finally the pom.xml file for the plugin to the Nuxeo shell needs to at least contain the following dependency to
be able to build extend the AbstractCommand class. Building the plugin will generate a XXX.jar file. Note that
you should of course replace the version given as an example with the version suited for your need.

<dependencies>
[...]

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<dependency>
<groupId>org.nuxeo.ecm.platform</groupId>
<artifactId>nuxeo-shell-commands-base</artifactId>
<version>5.1.7-SNAPSHOT</version>
</dependency>
[...]
</dependencies>

52.4.4. Deploying the shell plugin


1. Install or decide on using a nuxeo shell already installed program.

2. Copy the generated XXX.jar file into the bundles directory of the nuxeo shell installed program.

3. Delete the data directory, if there is any, of the nuxeo installed program. This is to purge any caching of
registered JARs.

The next time the nuxeo shell is restarted your new commands will be available.

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Chapter 53. Build Nuxeo distributions from sources
A few default distributions are available from download. You can either personalize them, either build your
own distribution from sources.

53.1. Requirements
In order to build Nuxeo sources, you need Ant, Maven 2.0.10, SubVersion (svn), Mercurial, Java Sun 5/6.

See core developer chapter in Nuxeo EP Book - The Reference for more details.

53.2. Limitations
Some of the available packages are still in development (GlassFish, Jetty, ...).

Acceptance tests and Continuous Integration are mainly focused on Nuxeo Document Management under
JBoss.

53.3. Download Nuxeo distribution sources

53.3.1. Download archive


Nuxeo distribution 5.2 ZIP archive

53.3.2. Download sources with Mercurial


hg clone http://hg.nuxeo.org/nuxeo/nuxeo-distribution#5.2

53.4. Build from sources


See README file at root of nuxeo-distribution for a short description and common usage examples.

53.4.1. Available packages

• nuxeo-platform-ear: Nuxeo Enterprise Platform EAR

• nuxeo-distribution-dm: Nuxeo Document Management EAR

• nuxeo-distribution-jboss: JBoss containing Nuxeo EP or DM EAR

• nuxeo-distribution-shell: Nuxeo Shell

• nuxeo-distribution-gf3: GlassFish distribution

• nuxeo-distribution-jetty:Jetty containing Nuxeo EP or DM

• nuxeo-distribution-tomcat: Tomcat distribution

• nuxeo-distribution-windows: Windows installer of nuxeo-distribution-jboss

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53.4.2. Usage
With Ant: "ant distrib [-Ddistrib=PROFILE,BACKEND]".

With Maven: "mvn clean install package -PPROFILE -Dmaven.test.skip=true".

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Part VI. Core developer guide

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Chapter 54. Coding and Design Guidelines

54.1. Introduction
"Follow a common coding standard, so that all the code in the system looks as if it was written
by a single — very competent — individual. The specifics of the standard are not important:
what is important is that all the code looks familiar, in support of collective ownership."
—Ron Jeffries XProgramming.com

Coding Standards are a good idea. Every team should adopt a coding style and standard, and
stick to it. The code produced by that team should have a consistent look and feel that is devoid
of individual preferences and fetishes.
—"Uncle" Bob Martin ObjectMentor website

The primary goal of this chapter is to provide common conventions, as well as guidelines that aim at ensuring a
high level of quality (with respect to maintainability, extensibility, modularity, security, testability,
documentation, etc.) throughout the Nuxeo project.

As such, it is primarily written for the platform's developers, both "core" developers and contributors, and
developers that write extension modules that will someday find a place in the Nuxeo codebase.

If you're working on your own project with no plan to contribute code to the Nuxeo platform, you will probably
be still interested in reading this chapter, and adapt the conventions stated here to your company's or
organization's own coding standards.

54.2. External Coding Standards


Rewriting a whole coding standard for the Nuxeo project would be a poor use of our time, since there are
already several documents and books that do a fine job in this respect.

We've opted for a more pragmatic, two-pronged approach:


1. reference reputable external guides or books, and document any difference

2. propose default settings for common Eclipse tools (including the built-in code formatter and the
CheckStyle plugin), tuned to comply to these conventions.

The official coding standard for the project is: "The Elements of Java Style" [Vermeulen2000] which is a little
book that can be bought from Amazon or other book dealers.

If a PDF suits you better, you can download an earlier version of the book from here.

Note however that these guidelines have been written in 2000 (last century!) and some of the recommendations
need the be updated in light of this millenium's experience.

54.3. Some points that need attention

54.3.1. Java code formating


Readability counts.
—Tim Peters The Zen of Python

Java code should be formatted using Sun's Code Conventions for the Java Programming Language.

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Regarding code formatting (which is just one small part of the book and PDF mentioned above), we'll be using
the standard Eclipse default style, with a couple of minor tweaks (see this README.txt for how to configure
Eclipse to support this style).

The major points are:


• 4 spaces (no tabs!!!) indentation

• spaces before and after = signs and most binary operators

• spaces after ,

• no space after ( or before )

• regarding code block, we are using 1TBS ("One True Brace") style:

Bad:
if (xxx)
{
yyy
}

Good:
if (xxx) {
yyy
}

• make a block even for only one statement:

Bad:
if someThing() doSomething;
if someThing()
doSomething;

Good:
if someTest() {
doSomething;
}

• Don't prefix your instance variables by "this." when it's not mandatory.

Why? Because with modern IDEs, instance variables are typeset in a different color than local variables,
hence you don't need the extra information provided by the "this." prefix to recognize which is which.)

• etc.

54.3.2. XML code formatting


1. XML code should also be formatted, using 2 spaces for each indent level (not 4 spaces).

Badly formatted XML code can be reformatted using the Eclipse formatter.

Always check that the result is better than the original, and tweak afterwards if needed.

54.3.3. Design

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1. Use interfaces every time it is possible instead of concrete classes.

Ex: declare a variable or argument as a "Map", not as a "HashMap".

Why? Using interfaces makes it possible to use several different implementations. Actually, interfaces
are the basis of component-oriented programming.

2. But don't overdo it if it's not necessary.

Why? The more code we have, the more expensive maintainance is.

3. Avoid cyclic dependencies.

Why? This is a common design principle, called the "Acyclic Dependency Principle" or "ADP".

How? use JDepend or a JDepend plugin for you IDE (ex: http://andrei.gmxhome.de/jdepend4eclipse/) or
look at the JDepend report by Maven.

More info:

• How JDepend Changed My Java Packaging

• Managing Your Dependencies with JDepend

• Uncle Bob Martin's "Design Principles and Design Patterns" (pages 18-22, "The Acyclic
Dependencies Principle (ADP)")

54.3.4. Unit tests


If it's not tested, it's broken.
—Bruce Eckel

1. Write unit tests. A lot.

How? Learn how to use JUnit. Use tests in existing modules as examples. Remember that well-tested
modules have at least as many lines of test code than not test code.

2. Check that your unit tests have a coverage of most of the critical parts of your code.

How? Look at the Cobertura report by Maven, or use the TPTP or EMMA (http://www.eclemma.org/)
plugins for Eclipse or use the native code-coverage function of IDEA.

3. Design your API so as to make unit testing possible and easy.

See API Design As If Unit Testing Mattered

Some cosmetic remarks related to writing unit tests:


1. Use "assertEquals(constant, value)", not "assertEquals(value, constant)"

Why? Because one has to choose a convention and this one

2. Use "assertNull(value)", not "assertEquals(null, value)"

Why? Because code is shorter and looks cleaner this way.

54.3.5. Security
1. Read Graff and van Vyk's "Secure Coding" [Graff2003] book. More info on the securecoding.org

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website.

2. If you don't have access to the book, read at least Secure Coding: The State of the Practice (including the
Architectural Principles, the Design Ideas and the Java Tips sections) from one of the two authors.

3. Read these slides from JavaOne 2006.

54.3.6. Naming convention


1. Don't use underscores ("_") in variables, methods or class names, use camelCase notation instead.

Why? Because it is the Java convention.

2. Check some good articles on naming things, like Ottinger's Rules for Variable and Class Naming.

It is especially important that we all use the same words (in case there is an ambiguity) to refer to the
same concepts (like "fetch" vs. "retrieve", for instance).

54.3.7. Information hiding


1. Minimize the accessibility of classes and members (for instance by making them "private" unless you
have a reason to believe that they will be used from other classes, and more generally by using the
weakest access modifier ), so as to keep you API clean and easy to understand for other developers.

Reference: "Effective Java" [Bloch2001], item 12.

54.3.8. Use modern Java features


1. Use Java 5's "foreach" construct instead of explicit iterators whenever possible (which is not always the
case).

2. Use java 5's generics.

Why? This will improve the amount of static checks done by the compiler.

54.3.9. Logging
Follow this piece of advice from Alex Miller:

My opinion is that there are 4 log levels that matter for general program logging (specialized logs like audit and
performance have their own rules). I dont care what you call them so feel free to replace these with the names
of your choice.
• ERROR - an error has occurred in the program (usually an exception). All internal or unexpected failures
should be logged at ERROR level. Programmers should care about anything logged as an error. User
errors (like input validation) should generally NOT be logged at ERROR level. These are expected (if
invalid) inputs and you should respond to the user appropriately (another post altogether), but this is not
a program error. Exceptions may be made for things like repeated invalid password attempts that are
likely security problems.

• WARNING - an anomalous condition has been detected and the program will attempt to deal with it. No
action needs to be taken externally but you might be interested if things go down in flames 5 minutes
later. The conditions for warnings are relatively rare but an example would be reaching a warning
threshold on a connection pool or a loss of connectivity that can be repaired by reconnecting to the same
or different source.

• INFO - an interesting piece of information that helps to give context to a log, often when things are

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starting or stopping. INFO messages should never be printed on a per transaction (whatever that means
to you) path through the code. That is, INFO messages should be 1-time or very occasional messages.

• DEBUG - whatever your OCD programmer mind desires.

The first three levels (ERROR, WARNING, and INFO) should always be on. If your logs grow rapidly with
these levels on, something is wrong. You should be able to run in production with these levels for weeks
without a problem (but you should really use a rolling log writer just in case). DEBUG should be used only
during development for debugging.

54.3.10. Documentation: Comments and Javadoc


Reuse is something that is far easier to say than to do. Doing it requires both good design and
very good documentation. Even when we see good design, which is still infrequently, we won't
see the components reused without good documentation.
—D. L. Parnas The Mythical Man-Month: Essays on Software Engineering

1. Always use comments to document what is not obvious.

Why? Otherwise, it will be harder for others (even you!) to maintain or extend your code. Some people
may even end up refactoring your code under wrong assumptions.

See for instance item #28 of Bloch's "Effective Java" [Bloch2001] for more insight, including this most
important principle:

The doc comment for a method should describe succinctly the contract between the method
and its client. With the exception of methods in classes designed for inheritance, the contract
should say what the method does rather than how it does its job.

2. Write javadocs according to the javadoc manual and the official Sun javadocs guidelines.

Why? Because javadocs are compiled by a standard tool, you must conform to the syntax mandated by
this tool.

3. Common javadoc guidelines that are often forgotten include:

• Don't include XML tags without escaping the < and > characters.

• Remember that the first sentence (i.e. everything until the first dot) is used as a short description of
the package / class / method / etc. it documents. Hence end all your sentences with a dot.

• Use <p> for separating paragraphs, not <br> or

• Don't use </p> in the source though as it is useless and rather bad looking.

• If your javadoc starts with "This class" or "This methods", this is most probably wrong.

4. Proofread carefully (including checks for spelling and grammar errors) and check that your javadocs
provide useful information for third-party developers (or your teammates) by actually reading the
generated doc.

How? See either "Project -> Generate Javadocs" from Eclipse, or "mvn javadoc:javadoc" from the
project root and browse the docs.

Remember that you can see a preview of how your javadoc will look like from Eclipse by using the
"Javadoc" tab in the Java perspective.

5. Don't mix Javadoc comments with implementation comments.

Javadocs comments are intended to be read by clients of the API, implementation comments by people

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who need to review you code or who will end up maintaining it (including yourself).

For instance, don't put "TODO" markers in your javadoc because they are intended for yourself or other
people co-developing or maintaining your code, not clients of the API.

6. Start by documenting the most important and less obvious things.

If you don't have enough time to document everything, document first the API part of your code
(usually, the interfaces), because that's what third-party developers are going to use.

Also documenting the non-obvious (like giving an overview of a package or an important class) is more
important than writing for instance, that a "getTitle()" method "@returns the title".

7. Write package-level javadocs.

Package-level Javadoc (just package.html files in your source code) are the most important javadocs
you have to write, because that's what people reading the javadoc-generated site will read first, and
because that's where the information is usually the less obvious.

8. Sign your code (in the modules headers).

It is very important that people who will read / maintain your code know that you are the author, so that
they can ask you questions, give you feedback, etc.

9. When you've borrowed code from another open source project, always document it so that:

• we are sure that there is no license conflict with the original code

• we understand why the code in question doesn't follow our own coding conventions or isn't unit-tested
as it should (it should anyway, but this is another story)

10.Put markers as (inline) comments to document parts of your code that will need further work.

• use FIXME for really serious (like, release-blocking) issues.

• use the TODO for remaining tasks.

• don't use XXX which is usually associated with inappropriate content.

• use BBB to mark code used to ensure compatibility with a deprecated feature, that will be removed
after a certain release.

• do not leave TODO markers behind when they are not relevant (for instance for dummy classes used
in tests and auto-generated by the IDE from an interface or an abstract class).

11.Look critically at the javadoc-generated site and try to improve it.

Either go to http://maven.nuxeo.com/apidocs/ and check the apidoc for your project, or run mvn
javadoc:javadoc locally and browse the generated apidoc, and ask yourself the simple question: "if I was
a third-party developer, would I understand how to use the API by reading this".

54.3.11. Deprecation
1. Don't use deprecated features (= API), either from Java or third-party libraries, or from the Nuxeo
framework.

Hint: they should appear as stroked-out in your IDE.

2. Deprecate your own API when you have to, but make sure you write comments that explain to your
API's clients how to migrate from the old API to the new one. Use BBB markers (see above) if needed.

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3. Deprecated APIs should be maintained at least for 1 release cycle, at least for external clients of the
APIs, but we should strive to switch to the new APIs internally in 1 release cycle.

54.4. Methodology tips


Here are a few points and tips to keep in mind.

54.4.1. Use the power of your IDE (and its plugins)


Modern IDEs (+ adequate plugins, if necessary) include many code-checking functions that help find out
issues:
1. For Eclipse, the simplest plugin to use is TPTP.

How?

• Use the update manager to get the TPTP plugins.

• Right-click on your project, and select "Analysis".

• Enable all the rules, and run the analysis on your module.

• Fix the issues that appear serious (you still have to think).

2. You should also use the Checkstyle and FindBugs Eclipse plugins to ensure minimal bug count and
maximal coding style coherence.

See these great slides from JavaOne 2007 for instance.

3. Read Improving code with Eclipse plugins on developerWorks for more background information on the
subject.

From the article:

This article covers what I consider to be the "big five" code analysis areas:

• Coding standards

• Code duplication

• Code coverage

• Dependency analysis

• Complexity monitoring

These analysis areas can be uncovered using a number of the following slick Eclipse plugins:

• CheckStyle: For coding standards

• PMD's CPD: Enables discovering code duplication

• Coverlipse: Measures code coverage

• JDepend: Provides dependency analysis

• Eclipse Metrics plugin: Effectively spots complexity

NB: Coverlipse may or may not work correctly, an alternative is EclEmma which is very similar.

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54.4.2. Refactor
1. When something looks wrong in the code ("smell"), refactor it, but make sure you don't break anything.

How?

• Check that the code you are refactoring is covered by some unit tests.

• Refactor. (Tip: a modern IDE (Eclipse and IDEA for instance) has some functions that may help.)

• Check that the code still compiles (including dependent modules) and all the unit tests are still
passing, and commit.

54.5. Important references


Here is a list of useful stuff to read:
1. Joshua Bloch's "Effective Java" [Bloch2001] book. Highly recommended. Probably the best "advanced"
Java book.

2. Joshua Bloch's "Designing Effective API" slides and video.

3. ObjectMentor's design articles (click on "Design Principles"), the most important one being Principles
and Patterns.

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Chapter 55. Development Tools and Process
This chapter describes common development tools and useful complementary tools.

55.1. Mercurial usage


For installation procedure, see annexe "Installing Mercurial".

55.1.1. Overview and online documentation


See http://mercurial.selenic.com/wiki/UnderstandingMercurial.

Mercurial is a completely decentralized system. Every cloned repositories contain a working directory and a
store of complete project's history, thus allowing offline and parallel development.

The working directory contains a copy of the project's files at a given point in time, ready for editing.

The store contains a sufficient data to provide any file at any revision or tag from any branch.

Mercurial groups related changes to multiple files (commits) into single atomic changesets. Every commit
generates a changeset recording the state of the working directory relative to its parents, so merging is really
easier and more efficient than with other SCM.

55.1.1.1. Mercurial home site

http://mercurial.selenic.com/wiki/Mercurial.

There are “getting started” and “using Mercurial” documentations, even some help for developers used to other
SCM systems.

55.1.1.2. Nuxeo documentation

You will find useful tips and scripts in Nuxeo Wiki FAQ:
http://doc.nuxeo.org/xwiki/bin/view/FAQ/DownloadingNuxeoSources and some workarounds or guidelines for
specific cases.

55.1.1.3. Forest extension

Since the "nested repositories" came only with Mercurial version 1.3 and are still an experimental feature, we
chose to rely on the Forest extension when migrating from Subversion to Mercurial for replacing "svn
externals".

This is not mandatory for working with Nuxeo. This extension mainly provides easier way to run a command
on a "full" nuxeo repository including its sub-repositories, such as cloning full Nuxeo sources. For example,
those repositories have sub-repositories: nuxeo-addons, nuxeo, ...

55.1.2. Nuxeo common usage

55.1.2.1. Centralized repositories

Although Mercurial is decentralized, Nuxeo hosts “centralized” Mercurial repositories which are the
“reference” repositories, they are backed up and changesets made on local repositories must finally be pushed
on those remote repositories. The public "centralized" repository is https://hg.nuxeo.org/.

55.1.2.2. Server-side hooks

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We've set some “hooks” on the central repositories filtering changesets according to whether they comply to the
following rules:
• Changesets must not be blacklisted.

• Even with the Mercurial's two-steps committing process (commit then push), it may happen to push
erroneous changesets with really no interest or making trouble in code history. In such cases, it's a
good thing to "strip" these changesets, removing them from history.

• We usually blacklist a changeset after having stripped it, to be sure nobody will push it again in case it
has been pulled before being stripped.

• Error message is:


ABORTED: changeset %s has been blacklisted,
please strip it from your repository after making sure you don't depend on it:
hg strip %s

• Changesets are in an allowed branch.

• We make an extra use of branches: for long-time developments, prototype or spike solutions, ease
parallel changes and give each developer merging responsibility of its code. Branches have
"stable/main", "maintenance/release" or "development/test" purpose.

• Depending on the project we use white or black lists for branch names.

• On some projects, for instance, we blacklist the “default” branch to avoid confusion or lack of
information about current version.

• Error message:
ABORTED: changesets with branch "%s" are not allowed.
The only allowed branches are: %s

Tip
Existing branches are given by this command:
hg branches [-a]

• Changesets do not result in two heads for the same branch.

• Changesets that have a given branch tag, but have no child changesets with that tag are called branch
"heads". Mercurial identifies branches depending on their history so there may be two separate
branches with the same name in case of concurrent changes made on a branch which were based on
different parents. Of course, such situation is abnormal and must be fixed. This hook will prevent a
developer from pushing changesets resulting in homonym branch heads.

• Rule is: always pull before trying to push. If your local changes drive to multiple heads with same
branch name, you must merge them before pushing.

• Error message:
ABORTED: branch %s has several heads (%s), you must merge them before pushing.

Tip
Existing heads are listed with this command:
hg heads [branchName]

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• User for changesets must be valid.

• For code history readability, usernames must be formatted like “John Doe <jdoe@nuxeo.com>”.

• Error message:
ABORTED: changesets with user "%s" are not allowed.
You need to specify your user name in $HOME/.hgrc as follows:
[ui]
username = John Smith <jsmith@nuxeo.com>

• Notifications

This hook will generate a mail to the public mailing list <ecm-checkins@lists.nuxeo.com> for every
changeset.

• Build trigger

This hook launches a build in our continuous integration system: http://qa.nuxeo.org/. Using a trigger ran
at every commit is saving a lot of bandwidth compared to regularly pulling the repository to check for
code changes.

Setting such hooks was not mandatory but they guarantee the developers are following a few basic rules and
prevent them from simple mistakes.

It is sometimes possible to force a push in spite of the hooks, when you know the hook message is not an error
but a warning and it can be securely circumvented.

55.1.2.3. Branch layout and policy

We usually define stable, maintenance and development branches.


• Stable, next to release branch

Often called "main" branch, this named branch is hosting the most-recent code.

Stable branch is of course under continuous integration. Merge and commits must be double-checked; as
much as possible, changes have been firstly tested and validated on a development branch or in
developer's working directory.

Nuxeo uses two stable branches: 5.1 and 5.2. New features, eventually breaking API, are developed on
5.2. There's quite no new feature on 5.1 which has both stable and maintenance purpose and is gathering
fixes from 5.1.x releases.

I.e. 5.2 branch is hosting 5.2-SNAPSHOT code which will lead to 5.2.x release.

Special case of 5.1 branch: it is hosting 5.1.X-SNAPSHOT code and may lead to 5.1.x release.

• Maintenance, patch branch

When releasing, a dedicated branch is created and then tagged. This branch is used for creating minor
versions releases.

Fixes done on it will be merge on stable branch; fixes from stable branch may be backported on this
maintenance branch to generate patches or minor releases.

Maintenance branch are rarely under continuous integration as there is no more work on them except
fixes and backports.

I.e. 5.1.6 branch is hosting 5.1.6 code, tagged as release-5.1.6, and may lead to minor versions releases

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such as 5.1.6.x

• Development branches

Developers are strongly encouraged to use as much branches as they need (one per JIRA issue or per
development iteration). Those branches may or not be automatically tested, their purpose is code
isolation while it is unstable: they are merged to stable branch after being fully tested.

I.e. 5.2-NXP-9999-some_user_story will host code linked to implement some user story until the end of
the iteration (or some point the code is considered stable and usable).

55.1.3. Best practices


Here are some recommended practices using Mercurial at Nuxeo.
• Update and commit often. It will ease future merge tasks.

• Always reference a Jira issue at the beginning of commit comments: i.e. “NXP-9999 – sample task,
remove code using deprecated API”.

• Long time work should be done in a separate branch; named with the associated Jira issue and a short
description: i.e. “NXP-9999_longtime_work”

• Check what you've changed before committing and what you've committed before pushing.
hg status
hg diff
hg outgoing

• Never “force” a push unless being sure it has to be done.

55.1.4. Useful scripts, commands and tips


The following Mercurial commands are given with useful parameters into brackets, other parameters may be
available. See “hg help [COMMAND]” for available commands listing or help on a specific command.

55.1.4.1. Nuxeo shell and batch scripts

They are mainly used for Nuxeo repositories which are constructed as a forest of sub-repositories. Forest
extension provides quite equivalent functions but both are complementary.

hgf function runs a hg command into current and nuxeo-* subdirectories:


hgf() {
for dir in . nuxeo-*; do
if [ -d "$dir"/.hg ]; then
echo;echo "[$dir]"
(cd "$dir" && hg "$@")
fi
done
}

hgf.bat:
@echo off
set PWD=%CD%
echo [.]
hg %*
for /d %%D in (nuxeo-*) do (
echo [%%D]
cd %PWD%\%%D
hg %*

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)
cd %PWD%

hgx function is a little more complex and tied to nuxeo repositories as it runs a hg command into current and
nuxeo-* subdirectories managing with the two version numbers we have on nuxeo (i.e. 5.2/1.5). It uses inverted
polish notation.
hgx() {
NXP=$1
NXC=$2
shift 2;
if [ -d .hg ]; then
echo $PWD
hg $@ $NXP
# NXC
(echo nuxeo-common ; cd nuxeo-common; hg $@ $NXC || true)
(echo nuxeo-runtime ; cd nuxeo-runtime; hg $@ $NXC || true)
(echo nuxeo-core ; cd nuxeo-core; hg $@ $NXC || true)
# NXP
(echo nuxeo-theme ; cd nuxeo-theme; hg $@ $NXP || true)
[ -d nuxeo-shell ] && (echo nuxeo-shell ; cd nuxeo-shell; hg $@ $NXP || true) || (echo ignore nuxeo-shell)
[ -d nuxeo-platform ] && (echo nuxeo-platform ; cd nuxeo-platform && hg $@ $NXP || true) || (echo ignore nux
[ -d nuxeo-services ] && (echo nuxeo-services ; cd nuxeo-services && hg $@ $NXP || true) || (echo ignore nux
[ -d nuxeo-jsf ] && (echo nuxeo-jsf ; cd nuxeo-jsf && hg $@ $NXP || true) || (echo ignore nuxeo-jsf)
[ -d nuxeo-features ] && (echo nuxeo-features ; cd nuxeo-features && hg $@ $NXP || true) || (echo ignore nux
[ -d nuxeo-dm ] && (echo nuxeo-dm ; cd nuxeo-dm && hg $@ $NXP || true) || (echo ignore nuxeo-dm)
[ -d nuxeo-webengine ] && (echo nuxeo-webengine ; cd nuxeo-webengine; hg $@ $NXP || true) || (echo ignore nu
[ -d nuxeo-gwt ] && (echo nuxeo-gwt ; cd nuxeo-gwt; hg $@ $NXP || true) || (echo ignore nuxeo-gwt)
(echo nuxeo-distribution ; cd nuxeo-distribution; hg $@ $NXP || true)
fi
}

hgx.bat:
@echo off
set PWD=%CD%
set NXP=%1
set NXC=%2
echo [.]
hg %3 %NXP%
for /d %%D in (nuxeo-platform nuxeo-distribution nuxeo-theme nuxeo-shell nuxeo-
webengine nuxeo-gwt nuxeo-services nuxeo-jsf nuxeo-features nuxeo-dm) do (
echo [%%D]
cd %PWD%\%%D
hg %3 %NXP%
)
for /d %%D in (nuxeo-core nuxeo-common nuxeo-runtime) do (
echo [%%D]
cd %PWD%\%%D
hg %3 %NXC%
)
cd %PWD%

55.1.4.1.1. Check incoming changes


hg in [-p] [-r REVISION]

55.1.4.1.2. Check uncommitted changes


hg st [--rev REVISION]

This gives you modified (M), added (A), removed (R) and uncontrolled files (?).

Use “hg add”, “hg rm”, “hg addremove” and/or “hg ci” to commit these changes.

55.1.4.1.3. Check current branch, working directory status


hg id [-inbt]

This gives you current revision (with a “+” if it has been locally modified but not yet committed), current
branch name and, if you current revision is the latest modified head, the “tip” keyword.

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hg parents [-r REVISION]

Show the parents of the working directory or revision.

55.1.4.1.4. Show latest changeset, existing heads, branches and tags


hg tip [-p]

This gives you the log of the latest modified head, aka “tip”.
hg branches [-a]

Branches marked as “inactive” are not considered as “heads”, they haven't been modified since they were
merged into another branch (i.e. Nuxeo 5.1 branch is always “inactive” as we ask the developers to always
merge — forward port — their changeset from 5.1 to 5.2).
hg heads [-r REVISION] [REVISION|BRANCH_NAME]

This is useful for example to identify multiple heads with same name that must be merged.
hg tags

Gives all available tags and their corresponding revision and branch.

55.1.4.1.5. Follow changesets history


hg log [-r REVISION] [-l LIMIT] [-p]

Show revision history of entire repository or files.


hg glog [-r REVISION] [-l LIMIT] [-p]

Same as log but with a graphic view (requires GraphLog extension).


hg ann [-r] [-f] [-u] [-d] [-n] [-l]

Show changeset information per file line. Useful when you need to know who changed a specific part of a file.

55.1.4.1.6. Undo commands


hg strip REVISION

Strip a revision and all later revisions on the same branch.


hg unbundle FILE...

Apply one or more changegroup files. Used to revert a strip.


hg backout

Reverse effect of earlier changeset. Contrary to strip, backout only removes one changeset, not the children
revisions.
hg rollback

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Roll back the last transaction.


hg revert [-a] [-r REVISION] FILE...

Restore individual files or directories to an earlier state.

55.1.4.1.7. Remarks
Don't use “hg pull -u” but “hg pull && hg up”, there are issues with the first one. Also, check your current
branch with “hg id” after “hg clone” as it goes by default on “tip” branch.

55.1.5. Advanced usage and specific use cases

55.1.5.1. Merging policy from stable to development branch

Merge stable branch on your development one as much as possible. It can be automated at morning and then
manually done day by day each time there is some work merged on stable.
hg pull && hg up -C devbranch
hg merge stablebranch && hg ci -m”automated merge from stablebranch” [-u...] && hg push

See http://svn.nuxeo.org/nuxeo/tools/mercurial/automerge.sh.

55.1.5.2. Merging policy from development to stable branch

It happens at the end of a development iteration, when code to merge is implementing a group of User
Stories/Use Cases.

Unit tests are up-to-date to valid the new code (see test-driven development recommendations).

Functional tests are up-to-date to cover the new functionalities.

The development branch to merge must have been fully tested:


• developers have successfully run Unit Tests

• developers have functionally validated last developments

• automated builds have run on development branch

At this moment, development branch can be merged on stable one:


hg pull && hg up -C stablebranch
hg merge devbranch && hg st
hg ci -m”merge from devbranch – NXP-9999 ...”
hg push [-f]

Use “-f” only if stablebranch was no more a head.

55.1.5.3. Managing multiple heads

If two developers worked on the same branch with different parents, it may result in two simultaneous branches
with the same name (see server-side hooks).
$ hg push
pushing to https://hg.nuxeo.org/somerepository
searching for changes
abort: push creates new remote heads!
(did you forget to merge? use push -f to force)

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In such case, the developers won't be able to push their changesets until they have merged the two branches.
"hg heads branchname" will show the multiple heads and their changeset identifiers.

Simplest way is to switch his working directory to the other developer's revision and merge his own code:
hg up -C otherRevision
hg merge ownRevision
hg st
hg ci -m”merge two heads”
hg push

55.1.5.4. Checks before pushing

In case of doubts, before pushing, you can check what you've done with multiple commands:
hg out [-p] [-r REVISION]
hg glog [-l LIMIT] [|less]
hg heads someBranch

55.1.5.5. Saving bandwidth

Thanks to Mercurial which is decentralized, even if Nuxeo's repositories are not, you can pull from Internet to a
local repository and then pull from this repository. Then, you can update the .hg/hgrc file to bind it on the
central repository or continue using the local one, pushing on it and then pushing changesets from it to the
remote one.
hg clone https://hg.nuxeo.org/somerepository/ ~/repo-remote/
hg clone ~/repo-remote/ ~/repo-local/
cd ~/repo-local/
# some work…
hg ci -m”NXP-9999 - some work” && hg push
cd ~/repo-remote/ && hg pull
# usual checks (heads, merge, …)
hg push

Later, to update ~/repo-local/ for instance:


cd ~/repo-remote/ && hg pull
cd ~/repo-local/ && hg pull && hg up

55.1.5.6. Fetch

“hg fetch” can be used to pull, merge, commit but it is for experienced users, it's recommended to first being
familiarized with unitary commands.

55.1.5.7. Mercurial Queues

Mercurial Queues are an advanced group of Mercurial functions. Whereas not very easy to apprehend, they are
powerful tools.

You can for instance transform a group of changesets made on a wrong branch to patches being then re-applied
on the right branch, while editing and changing anything in those changesets (user, comments, ...).

See http://mercurial.selenic.com/wiki/MqExtension or Mercurial: The Definitive Guide by Bryan O'Sullivan.

55.2. Maven usage


For installation procedure, see annexe "Installing Maven".

55.2.1. Overview and online documentation

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See http://maven.apache.org/users/index.html.

Maven is a software tool for Java project management and build automation, similar in functionality to the
Apache Ant tool coupled to a dependency manager such as Ivy, but Maven is based on different concepts.

Maven uses a construct known as a Project Object Model (POM) to describe the software project being built,
its dependencies on other external modules and components, and the build order. It comes with pre-defined
targets for performing certain well defined tasks such as compilation of code and its packaging.

Maven is designed to be network-ready. It dynamically downloads libraries and plugins from one or more
repositories. A local cache of downloaded artifacts acts as the primary means of synchronizing the requirements
and outputs of projects on a local system.

55.2.1.1. Online documentation

http://www.sonatype.com/books/maven-book/reference/

http://maven.apache.org/guides/

http://maven.apache.org/guides/introduction/

http://maven.apache.org/ref/2.1.0/maven-settings/settings.html

55.2.1.2. Nuxeo documentation

How to debug test run with Maven: http://doc.nuxeo.org/xwiki/bin/view/FAQ/DebugMavenTest.

55.2.2. Generate a new project with the nuxeo-archetype-start archetype


The goal of the nuxeo-archetype-start template is to setup a development environment to work on a Nuxeo EP
plugin.

The default code provides: a maven layout for sources, tests and dependencies, a Ant target for deployment. It
also customizes the web application a litte bit.

To create a project named my-project in the com.company.sandbox.myproject package:


mvn
org.apache.maven.plugins:maven-archetype-plugin:1.0-alpha-7:create \
-DartifactId=my-project \
-DgroupId=com.company.sandbox.myproject \
-DarchetypeArtifactId=nuxeo-archetype-start \
-DarchetypeGroupId=org.nuxeo.archetypes \
-DarchetypeVersion=5.1.6 \
-DremoteRepositories=http://maven.nuxeo.org/nuxeo-release

You can see that you need to supply six arguments:

• artifactId : the name of your project, usually with '-' to separate the words if there are many.

• groupId : the domain name of your project. Usually it is the package parent name of your classes, you
should use '.' to separate the words ('-' is not supported here).

• archetypeArtifactId : the maven archetype artifact id. To generate a new project, Nuxeo provides you
with nuxeo-archetype-start

• archetypeGroupId : unique for all nuxeo maven archetypes : org.nuxeo.archetypes

• archetypeVersion : the version of the archetype which is equivalent to the version of Nuxeo EP without
the GA or RC part. (5.1.6, 5.1.5 ...).

• remoteRepositories : the repository location to download the archetype.

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55.3. Code Quality with Eclipse Plugins


Eclipse can benefit for several plugins for improving code quality, in both adherence to the project's coding
standard and in removing bugs.

55.3.1. Using Checkstyle


TODO

55.3.1.1. The Short Story

If you are already familiar with the Checkstyle Eclipse plugin, just configure it to use the checkstyle.xml at
the root of the nuxeo sources: http://hg.nuxeo.org/nuxeo/file/5.2/checkstyle.xml.

55.3.1.2. Longer Story: installation and Configuration

TODO

55.3.1.3. Notes on Reported Issues

TODO

55.3.2. Using TPTP


TODO

55.3.3. Using FindBugs


TODO

55.4. Profiling with NetBeans Profiler


IDEA doesn't provide an integrated profiler and Eclipse's profiler, provided by the TPTP project, doesn't
currently work on Mac OS, one can use NetBeans to profile the Nuxeo platform.

Here is how to do it:


1.

55.5. NXPointDoc Documentation tool


Nuxeo heavily uses extension points. In order to manage them nxPointDoc tool has been created. Its purpose is
to explore all XML files and build the documentation of each explored components. Cross links and indexes are
also built to ease the navigation.

The NxPointDoc pages are available at http://svn.nuxeo.org/nxpointdoc/

The tool is written in Python and the following libraries are needed:
• Genshi for templating

• ElementTree for XML processing

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• Pygments for code highlighting

55.5.1. Documenting a component


A component XML file is structured as follow:

<component ...>
<!--############## Component configuration ############-->
<!-- implementation class (optional) -->
<implementation>...</implementation>
<!-- component properties (optional) -->
<property name="..." value="..."/>
...
<property name="..." value="..."/>
<!--############### Extension points ################-->
<!-- extension points are optional -->
<extension-point ...>
...
</extension-point>
...
<!--############### Contributions ################-->
<!-- contributions are optional -->
<extension ...>
...
</extension>
...
</component>

We can see that the only required element is the component element (although it is useless to have an empty
component). So there are 3 main sections (any of these sections are optional).
• Component configuration: This section defines the component implementation class and some properties
to initialize the component (This section content may be modified in future especially when aligning
nuxeo components with OSGi services).

• Extension points: This sections contains all the extension point declared by the component.

• Contributions (extension tag): This section contains all the contributions made by this component to
other components.

To add documentation to these elements a <documentation> tag will be used. An element may have different
content depending on what it is documenting. While some information is already available in other XML
elements in the file, there is no need to duplicate these information inside the documentation provided though
the element. For example the name of the component can be retrieved from the name attribute of the
component element, the implementation class name from the implementation element etc.

To format the description text, we can use XHTML tags and javadoc-like markers such as @property, @schema
etc. Javadoc-like links are also supported: @see points on the javadoc, @component points on another
component documentation. For example, {@see org.nuxeo.ecm.core.schema.types.Type} will point on the
http://maven.nuxeo.org/apidocs corresponding page while {@component
org.nuxeo.ecm.webapp.directory.DirectoryTreeService} will explicitly insert a link to the related
NxPointDoc page. Code colorization is also supported through the <code language='xml'> ... </code> tags.
If no language is given, xml is taken by default. Java (language='java') and many other languages are
supported (see Pygments pages).

Regarding <component> documentation, the following elements are available:


• @author: may be duplicated for multiple authoring

• @version

• @property

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• @see: points to Javadoc

• @component: points to nxpointdoc

• @deprecated

• component@name attribute: the component name

• component/implementation tag: the implementation class

• component/require tag: required elements

• component/documentation tag: the description

For <extension-point> the following elements have to be used:


• @author: may be duplicated for multiple authoring

• @schema

• @deprecated

• @see

• @component

• component/extension-point@name attribute: the name

• component/extension-point/documentation tag - the description

• If the extension point is using object sub-elements, the DTD should be extracted from the XMap
annotated class, otherwise the user may specify the DTD using the @schema marker inside the
documentation element

For <extension>, describing contributions to an extension-point, we have


• @author: may be duplicated for multiple authoring

• @see

• @component

• @deprecated

• component/extension@target attribute - rendered as a link to the component documentation

• component/extension@point - rendered as a link to the extension point documentation

• component/extension-point/documentation description

Here is a short example of what a component xml file may look like.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.MyService">
<documentation>
My demo service
<p/>
This service does nothing
@property home home directory to be used to create temp files
@property timeout the time interval in seconds
@version 1.0
@author Bogdan
</documentation>

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<require>org.nuxeo.ecm.Service1</require>
<require>org.nuxeo.ecm.Service2</require>
<implementation class=”org.nuxeo.ecm.core.demo.Service2”/>
<property name=”home” value=”/home/bstefanescu”/>
<property name=”interval” value=”20” type=”Integer”/>
<extension target="org.nuxeo.ecm.SchemaService" point="schema">
<documentation>Common and Dublin Core schemas</documentation>
<schema name="dublincore" src="schema/dublincore.xsd" />
<schema name="common" src="schema/common.xsd" />
</extension>
<extension-point name="repository">
<documentation>Register new repositories</documentation>
<object class="org.nuxeo.ecm.RepositoryDescriptor"/>
</extension-point>
</component>

Feel free to browse the NxPointDoc site and teh corresponding xml file to go deeper. The systematic link to the
source code svn repository may help you.

55.5.2. Creating the NxPointDoc site


nxpointdoc is a command line program that creates the whole site from a source repository SOURCE_DIR to a
target publication directory TARGET_DIR. Each component is analyzed and all related pages created. Index pages
are then created.

$ ./nxpointdoc.py -h
usage: nxpointdoc.py [options]
options:
--version show program's version number and exit
-h, --help show this help message and exit
--source=SOURCE_DIR Source root directory containing xml component files
--target=TARGET_DIR Target directory for the generated documentation
--template=TEMPLATE Genshi template for component html file
--template-index=TEMPLATE_INDEX Genshi template for index html file
--allow-xhtml-comment=ALLOW_XHTML_COMMENT 'no' to not interpret xhtml tags in comment
--color=COLOR_CODE 'no' to not color <code> contents

Valid SOURCE_DIR and TARGET_DIR are mandatory. Template files have to exist. The one delivered have the
.template extension and can be used as is.

55.5.3. Browsing NxPointDoc


NxPointDoc generates 3 indexes that are the entry points; The documentation is accessible at
http://svn.nuxeo.org/nxpointdoc/ with 3 indexes related to components, extension points and
contributions. Each one is an entry point for the documentation. The Indexes give the name and the first line of
the documentation. An hyperlink allows to see the detail of the examinated item.

The statistic gives some rough indicators on the documentation coverage, globally or for each component file.
The G.D.C stands for Global Documentation Coverage while the I.D.C stands for Individual Documentation
Coverage. They show the ratio between all the information/documentation that is written over all the entries
that are considered as mandatory (like author, documentation, etc.). The higher these indicators are, the better it
is.

55.6. Quality Assurance with continuous integration


"Continuous Integration is a software development practice where members of a team integrate
their work frequently, usually each person integrates at least daily - leading to multiple
integrations per day. Each integration is verified by an automated build (including test) to
detect integration errors as quickly as possible. Many teams find that this approach leads to

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significantly reduced integration problems and allows a team to develop cohesive software
more rapidly."
—Martin Fowler - Continuous Integration (an introduction)

See http://en.wikipedia.org/wiki/Continuous_Integration

It's as important to follow quality processes on development as to maintain this quality among time. Nuxeo is
involved in such practices that will guarantee or reinforce its products quality.

55.6.1. Rules and means


Nuxeo products and tools are continuously built over time, at each change and against multiple environments.
Nuxeo QA team sets and maintain a QA environment applying CI rules and so providing to developers means
to check their code quality and being warned in case of any problem.
• Maintain a code repository

Nuxeo sources repositories hg.nuxeo.org and svn.nuxeo.org are under continuous integration.

This includes Nuxeo EP, Nuxeo addons, Nuxeo RCP, Nuxeo WebEngine, Nuxeo Books, tools and
plugins and of course all our customers' projects.

• Builds are automated

This is done by Hudson on Nuxeo QA Unit, Functional and Integration tests.

• Every commit on mainline is integrated

When code is committed, target project is built, as all projects depending on it. The full chain is verified,
from build to deployment.

Mainlines on Nuxeo EP and addons are the main branches in development: 5.1 and 5.2 (resp. 1.4 and 1.5
for associated subtrees). For projects under SubVersion, that means the trunk and, if exists, 5.1 branch.

• Everyone can see the results of the latest build

Hudson plugins ensure to warn potential responsible(s) of build fail by mail and jabber, so they can react
quickly.

Moreover, every build fail is sent on ECM QA mailing list.

• Make it easy to get the latest deliverables

Nightly builds are done. Produced artifacts are published on our Maven repositories maven.nuxeo.org.
Currently managed with Nexus, our repositories store all released artifacts and recent snapshots.

• Keep the build fast

Continuous Integration is done on multiple servers, more or less powerful, using slaves in order to
distribute the load.

Thanks to Maven and to Nuxeo modularity, each module is built separately and as a consequence,
quickly.

• Test in a clone of the production environment

We have two integration levels: unit and functional.

First level checks code compilation and runs Unit tests. A lot of Unit tests simulate target environments
(with mock objects). Dependent projects/modules are then added to the CI chain.

Second level runs packaging tools and automated deployment against multiple environments (we aim at

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covering JVM versions, SQL backends, OS, browsers, performance, ...). Finally we use Selenium tests to
check functional integrity. This also indirectly provides a continuous integration on our tools (packaging,
convenient scripts, ...).

55.6.2. Quality directives for Nuxeo developers


These practices apply on every script, project or module. They should be strictly followed.
• Code must be under continuous integration.

Except for prototype and spike solutions (sandbox projects or temporary branches), all projects must be
under CI. If not, ask for it to the QA team, providing the informations mentioned in the following
Hudson part.

• Automate the build

Think about QA tools that will have to test the project without any human intervention. Provide Maven,
Ant or, in the worse case, Shell autonomous configuration.

• Make your build self-testing

Think "test-driven development". Simply building a project/module and running its Unit tests should be a
valuable measurement of the code stability. Unit tests code coverage often needs to be increased.

• Commit every day

Smaller are the commits, lower is the risk of conflicting changes and easier is the bug analysis.

• Stay tuned

Be aware of CI builds, particularly failed builds.

Log on http://qa.nuxeo.org/hudson/ and check your profile's informations, especially your jabber address.
Hudson will then be able to contact you via Jabber when you are suspected of having broken something.

Subscribe to ECM QA mailing list. Use mail filters to quickly catch and fix problems. Hudson will send
you a mail if it detects one of your commits between succeed and failed tests.

If you're used to, RSS feeds are also available.

Check regularly your projects health on our QA sites. Inform QA team if you notice any issue.

Always consider a build failed as an emergency.

55.6.2.1. Maven parent POM

Maven Parent POM file gives a lot of useful information. Take care to fill in you project's pom.xml file:
• main tags
<name>Nuxeo ECM Projects</name>
<description>Nuxeo ECM Platform and related components</description>
<organization>
<name>Nuxeo SA</name>
<url>http://www.nuxeo.com/</url>
</organization>
<licenses>
<license>
<name>GNU LESSER GENERAL PUBLIC LICENSE, Version 2.1</name>
<url>http://www.gnu.org/copyleft/lesser.txt</url>
</license>
</licenses>
<mailingLists>

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<mailingList>
<name>Nuxeo ECM list</name>
<subscribe>http://lists.nuxeo.com/mailman/listinfo/ECM</subscribe>
<unsubscribe>http://lists.nuxeo.com/mailman/listinfo/ECM</unsubscribe>
<archive>http://lists.nuxeo.com/pipermail/ecm/</archive>
</mailingList>
</mailingLists>
<issueManagement>
<system>jira</system>
<url>http://jira.nuxeo.org/browse/NXP</url>
</issueManagement>
<ciManagement>
<system>Hudson</system>
<url>http://qa.nuxeo.org/hudson/</url>
</ciManagement>

• "scm" tag
<scm>
<connection>scm:hg:http://hg.nuxeo.org/addons/nuxeo-samples</connection>
<developerConnection>scm:hg:https://hg.nuxeo.org/addons/nuxeo-samples</developerConnection>
<url>http://trac.nuxeo.org/nuxeo/browser/nuxeo_samples</url>
</scm>

• "developers" tag (there's no rule for tags within the "developer" tag, feel free to add useful information
such as "role", "url", "organization" or "module")
<developers>
<developer>
<name>John Doe</name>
<email>jdoe@nuxeo.com</email>
</developer>
</developers>

• You also have to add <repositories> section in the project's parent POM in order to make your project
fully autonomous.
<repositories>
<repository>
<id>public</id>
<url>http://maven.nuxeo.org/public</url>
<snapshots>
<enabled>false</enabled>
</snapshots>
</repository>
<repository>
<id>public-snapshot</id>
<url>http://maven.nuxeo.org/public-snapshot</url>
<snapshots>
<enabled>true</enabled>
</snapshots>
</repository>
</repositories>

All these tags are intelligently inherited so that, if you're project's Maven parent is nuxeo-ecm or one of its
children, you don't have to repeat informations such as "organization", "licenses", "mailingLists",
"issueManagement". Also, when working on a project with sub-modules, it's only necessary to set "scm" on the
parent POM.

55.6.2.2. Hudson configuration

Adding a project under continuous integration in Hudson requires:


• SCM URL

• Build command

In case of Maven, it's the goals to run (usually, it will be "clean install"). Consider using Maven
"Profiles" to manage different behaviors like development versus production environment.

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In case of Ant, you may need to provide some parameters on the command line (equivalent to what can
be set by a human user in a build.properties).

In case of Shell (avoid it as much as possible), it's a simple command with working default values in case
of required parameters. If needed, some environment constants may be set.

• Notification target(s): eg, the team mailing list.

55.7. Release process

55.7.1. Overview
Release process is managed and tested by multiple tools:
• Hudson continuous integration which generates a candidate release every night based on snapshots.

• nx-builder

• Selenium tests

• Funkload tests

• IZPack for jar packaging

• Wine and Inno Setup Script for Windows packaging

When a release is wanted, all continuous integration chain must be satisfied, nightly builds are manually tested
to complete automated tests and candidate release is "promoted" to public release (code is tagged, artifacts are
uploaded to the maven repository and packages are published on Nuxeo web site.

55.7.2. Continuous integration coverage


For now, continuous integration covers those configurations:
• Nuxeo DM.

• Linux Ubuntu (Debian).

• Sun Java 5, Sun Java 6.

• JBoss application server.

• VCS backend on H2.

• VCS backend on PostgreSQL.

Not automatically tested at integration level (full deployment and tests):


• Nuxeo EP.

• Nuxeo-shell and scripts.

• JCR backend with various databases: H2, Derby, PostgreSQL, MySQL, Oracle, ...

• VCS backend with various databases: Derby, MySQL, Oracle, ...

• Various application servers: Jetty, GlassFish (GF3) and Tomcat.

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• Various Windows OS.

• Various Java providers.

55.7.3. Help testing release candidates


You can download nightly candidate releases from http://qa.nuxeo.org/hudson/view/NX Deployments/, test and
send feedback on our ECM mailing list or, in case of bugs confirmed, in our Issue Tracker (Jira).

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Chapter 56. Packaging Nuxeo EAR

56.1. Introduction
Goal of this chapter is to help creating projects over Nuxeo. How to create a project structure including a
packaging module that builds one or more Enterprise ARchive (EAR), ready for deployment. Ant scripts,
Maven profiles and Nuxeo assemblies allow defining simple commands to build packages that will fit each
target environments.

56.2. Basic project structure


Good practice is to define a parent pom at project root and set a module-ear. Beside that, you may have as
many modules and sub-modules as you want. We recommend to split your code according to some
development and deployment criteria: API, web or core contributions, stateful or stateless services, ...
Following this main rule, you have to create multiple modules where to dispatch your code and resources.
Maven will manage the dependencies between modules and our assembly files will package EAR with all
required libraries.

Following multi-module project template is available here


|-- README.txt
|-- build.properties.sample ❶
|-- build.xml ❷
|-- fixeclipse ❸
|-- pom.xml ❹
|-- .project.ok ❺
|-- template-api ❻
|-- template-core ❼
|-- template-web ❽
|-- template-ear ❾
| |-- pom.xml
| `-- src
| `-- main
| |-- assemble ❿
| | |-- template-dev.xml
| | |-- template-ldap-pg.xml
| | |-- template-stateful.xml
| | `-- template-stateless.xml
| |-- resources_template_common (11)
| | `-- README.txt
| |-- resources_template_dev
| | `-- README.txt
| |-- resources_template_ldap_pg
| | |-- config
| | | |-- default-repository-config.xml
| | | |-- jdbc-compass-connection-config.xml
| | | `-- sql.properties
| | |-- datasources
| | | `-- unified-nuxeo-ds.xml
| | `-- system
| | `-- nuxeo-platform-search-compass-plugin-5.1.7-SNAPSHOT.jar
| | `-- compass.cfg.xml
| |-- resources_template_stateful
| `-- resources_template_stateless
|-- template-stateful-services (12)
|-- template-stateless-services (13)
`-- template-test (14)

❶ Ant sample properties. Copy this file to build.properties and personalize it to fit your installation.
❷ Ant script. It's aimed to ease the use of maven, giving targets to automatize common tasks on project (test,
compile, deploy, package, ...).
❸ OS dependent, will only work on Linux/Unix and Mac OS X. Copy it from Nuxeo EP root. It's a shell
utility script that calls maven-eclipse-plugin to create or update Eclipse's .project and .classpath files,
taking care of setting different build directories for Maven and Eclipse. The script gives precedence to any
present .project.ok or .classpath.ok.
❹ Maven project parent file.
❺ Required to import this project into eclipse as a whole resources project (each module will also be
individually imported as a java project).
❻ This module contains common code usable in all other modules, such as interfaces, adaptors, constants,

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data transfer objects, ...


❼ This module contains all contributions to Nuxeo Core.
❽ This module contains all JSF, Seam, WebEngine contributions, components and templates.
❾ This module provides packaging of Nuxeo EP following assembly descriptors.
❿ Assembly descriptors. Here are some samples.
11 Resources directory sample.
12 This module gathers all Message Resolved Beans that modify some data and all services that define their
own persistence source.
13 This module contains all services that are not going into template-stateful-services.
14 This module is for use in unit tests from other modules.

56.3. The EAR module


Describe packaging with assembly descriptors

56.3.1. Assembly descriptor

Example 56.1. Sample of customized assembly for a standard EAR, configured for development

<!-- This is a template assembly file that generates a mono Nuxeo-EP server.
Configuration is designed for development usage -->
<assembly>
<!-- RESOURCES -->
<assemble>
<set>resources</set>
<outputFile>/</outputFile>
</assemble>
<zipEntrySet id="resources">
<artifact>
org.nuxeo.ecm.platform:nuxeo-platform-ear:${nuxeo.platform.version}:zip:resources-mono
</artifact>
</zipEntrySet>
<!-- ARTIFACTS -->
<assemble>
<outputFile>/</outputFile>
<set>root-artifacts</set>
</assemble>
<artifactSet id="root-artifacts">
<import>**</import>
<includeDependencies>false</includeDependencies>
<includes>
<artifact name="nuxeo-platform-webapp" />
<artifact name="nuxeo-platform-webapp-core" />
</includes>
</artifactSet>
<assemble>
<outputFile>system</outputFile>
<set>system</set>
</assemble>
<artifactSet id="system">
<import>**</import>
<includeDependencies>true</includeDependencies>
<includes>
<artifact group="org.nuxeo.*" category="runtime,jboss4"
includeDependsOnCategory="false" />
<artifact group="org.nuxeo.*" category="core,search,web" />
<!-- add here nuxeo-addons -->
</includes>
<excludes>
<artifact group="!org.nuxeo*" />
<artifact group="org.nuxeo.common" />
<artifact name="nuxeo-runtime-jboss-extensions" />
<artifact name="nuxeo-platform-webapp" />
<artifact name="nuxeo-platform-webapp-core" />
<artifact name="nuxeo-platform-audit-facade" />
<artifact name="nuxeo-platform-placeful-facade" />
<artifact name="nuxeo-platform-search-compass-plugin" />
<artifact name="nuxeo-platform-ear" />
<artifact name="nuxeo-apt-extensions" />
<artifact group="org.nuxeo.projects.template" />
</excludes>
</artifactSet>
<assemble>

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<outputFile>system</outputFile>
<unpack>true</unpack>
<unpackInNewDirectory>true</unpackInNewDirectory>
<set>nuxeo-platform-unpacked</set>
</assemble>
<artifactSet id="nuxeo-platform-unpacked">
<import>**</import>
<includes>
<artifact name="nuxeo-platform-audit-facade" />
<artifact name="nuxeo-platform-placeful-facade" />
<artifact name="nuxeo-platform-search-compass-plugin" />
</includes>
</artifactSet>
<!-- third party libraries embedded in the ear -->
<assemble>
<outputFile>lib</outputFile>
<set>nuxeo-fixed-libs</set>
</assemble>
<artifactSet id="nuxeo-fixed-libs">
<artifacts>
<artifact group="org.freemarker" name="freemarker" version="2.3.11" />
<artifact group="org.osgi" name="osgi-core" version="4.1" />
<artifact group="commons-collections" name="commons-collections"
version="3.1" />
<artifact group="commons-io" name="commons-io" version="1.2" />
<artifact group="commons-lang" name="commons-lang" version="2.2" />
<artifact group="commons-fileupload" name="commons-fileupload"
version="1.1.1" />
<artifact group="cssparser" name="cssparser" version="0.9.4-fix" />
<artifact group="net.sf.ehcache" name="ehcache" version="1.2.3" />
<artifact group="net.sf.ezmorph" name="ezmorph" version="0.9" />
<artifact group="org.hibernate" name="hibernate" version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-annotations"
version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-entitymanager"
version="3.2.0.ga" />
<artifact group="jboss" name="jboss-cache-jdk50" version="1.4.0.SP1" />
<artifact group="org.jboss.seam" name="jboss-seam" version="1.1.5.NX3" />
<artifact group="jboss" name="jbpm" version="3.1.2" />
<artifact group="jboss" name="jgroups" version="2.2.9" />
<artifact group="net.sf.json-lib" name="json-lib" version="0.9" />
<artifact group="org.apache.lucene" name="lucene-core" version="2.0.0" />
<artifact group="net.sf.opencsv" name="opencsv" version="1.7" />
<artifact group="org.slf4j" name="slf4j-api" version="1.3.0" />
<artifact group="org.slf4j" name="slf4j-log4j12" version="1.3.0" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk"
version="1.1.5" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk-sandbox"
version="1.1.5" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-api"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-impl"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.directory.server"
name="apacheds-protocol-shared" version="1.5.1" />
<artifact group="org.apache.directory.shared" name="shared-ldap"
version="0.9.7" />
<artifact group="com.sun.facelets" name="jsf-facelets" version="1.1.11" />
<artifact group="org.nuxeo.ecm.platform" name="nuxeo-jbossws-wrapper"
version="4.0.5.GA" />
</artifacts>
</artifactSet>
<!-- template project's artifacts -->
<assemble>
<outputFile>plugins</outputFile>
<set>template-plugins</set>
</assemble>
<artifactSet id="template-plugins">
<import>**</import>
<includeDependencies>false</includeDependencies>
<includes>
<artifact group="org.nuxeo.projects.template" />
</includes>
</artifactSet>
<!-- template project's resources -->
<assemble>
<outputFile>/</outputFile>
<set>template-resources</set>
</assemble>
<fileSet id="template-resources">
<directory>src/main/resources_template_common</directory>
<excludes>
<exclude>README.txt</exclude>
</excludes>
</fileSet>
<assemble>
<outputFile>/</outputFile>
<set>template-resources-dev</set>
</assemble>
<fileSet id="template-resources-dev">
<directory>src/main/resources_template_dev</directory>

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<excludes>
<exclude>README.txt</exclude>
</excludes>
</fileSet>
</assembly>

Create an XML file in template-ear/src/main/assemble/ that will describe the EAR to build. Here's the file
content:
• assembly: the main tag. For now, you can only define one assembly per file (meaning one packaging
definition by assembly descriptor file).

• assemble: part of an assembly. An assemble must be associated with a set (different sets are available:
zipEntrySet, fileSet, artifactSet).

• set: string. Id of associated set.

• outputFile: output directory string. "/" represents the building EAR root.

• unpack: true or false. Whether the set content should be unpack.

• unpackInNewDirectory: true or false. if unpack is true, whether to create new directories or not in the
output directory.

• zipEntrySet

This set allow to retrieve artifacts from outside the project dependencies and unzip them.

• id: required set id.

• artifact: group:name:version:type:classifier of an artifact to retrieve from maven resolution, even if not


present in the project's dependency tree. Will be unzipped if necessary.

• profile: if specified, will only be treated if the given maven profile is active.

• artifactSet

This set retrieves all artifacts from the project's dependencies tree, depending on conditions

• id: required set id.

• import: "**" is required for inheriting project's dependencies.

• includeDependencies: true or false. If true, all dependencies of selected artifacts by this set will be
added to the set.

• excludeDependencies: true or false. If true, all dependencies of selected artifacts by this set will be
removed from the set.

• extends: deprecated. Was aimed to allow assemblies inheritance and sets overriding.

• includes (or excludes): artifacts list to include (resp. exclude). Each artifact accept these parameters:

• group: artifact's group id. Accept wildcards '*' and negative '!' to match multiple artifacts.

• name: artifact's id. Accept wildcards '*' and negative '!' to match multiple artifacts.

• type: artifact's type (pom, jar, ejb, ...).

• version: artifact's version.

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• scope: artifact's scope (test, compile, provided, ...).

• classifier: artifact's classifier.

• file: artifact's filename. Accept wildcards '*' and negative '!' to match multiple artifacts.

• category: artifact's category. Concept introduced by Nuxeo to "tag" an artifact with a "category".
This is done in the artifact's Manifest as "Bundle-Category". Multiple categories, comma separated,
is interpreted as an union of matching artifacts.

• includeDependsOnCategory: true or false. In case of category specified, whether to include or not


any artifact which has at least one dependency matching the specified category.

• profile: if specified, the artifact will only be treated (included or excluded) if the given maven
profile is active.

• fileSet

This set is for manipulating local resources.

• id: required set id.

• directory: root directory of resources to copy. For now, only one directory per set is allowed

• includes: files and directories list to include.

• include: string. File, directory or pattern file/directory to include. "**" means multiple directories.

• excludes: files and directories list to exclude. By default, these patterns are already excluded: "**/.svn"
and "**/.hg".

• exclude: string. File, directory or pattern file/directory to exclude. "**" means multiple directories.

56.3.2. Add some resources


With this assembly descriptor file, you can configure your local resources to be copied into the packaged EAR.
The above template gives some usual resources folders.
• resources_template_common where you put your resources that should always be added or overwrite the
default ones.

• resources_template_dev where you put your resources configured for development purpose (filesystem
backend, ...).

• resources_template_ldap_pg is an example where you can put resources parameterized to configure


Nuxeo with LDAP users and/or groups and a PostgreSQL backend.

• resources_template_stateful and resources_template_stateless are to be used for a bi-machine packaging,


explained later in this chapter.

56.4. Improve usability


It is important to give simple and stable ways to use these assembly descriptors. Maven will allow to configure
profiles and parameters. Ant will then give possibility to call multiple maven and shell commands, OS
independent.

56.4.1. Thanks to Maven

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The module-ear pom.xml file must have in its dependencies all wanted artifacts that will then be filtered by the
assembly descriptor. Including nuxeo-platform-ear bring all its dependencies, there's no need to copy Nuxeo's
artifacts list.

In order to call the assembly descriptor, it must contain the following plugin declaration.
"template.ear.assembly" is used to parameterize the assembly descriptor name. Set a default value with a
property.
<properties>
<!-- default assembly descriptor to use -->
<template.ear.assembly>template-dev</template.ear.assembly>
</properties>
<build>
<plugins>
<plugin>
<groupId>org.apache.maven.plugins</groupId>
<artifactId>maven-nuxeo-plugin</artifactId>
<extensions>true</extensions>
<configuration>
<runPreprocessor>false</runPreprocessor>
<format>directory</format>
<outputDirectory>../target</outputDirectory>
<targetFile>${template.ear.assembly}</targetFile>
<descriptor>
${basedir}/src/main/assemble/${template.ear.assembly}.xml
</descriptor>
</configuration>
<executions>
<execution>
<id>assemble-ear</id>
<phase>package</phase>
<goals>
<goal>assembly</goal>
</goals>
</execution>
</executions>
</plugin>
</plugins>
</build>

Maven parameters may be set in command-line. For example, in the above template, "mvn clean package" will
package a Nuxeo EAR for developers and "mvn clean package -Dtemplate.ear.assembly=template-ldap-pg"
will call template-ldap-pg.xml instead of template-dev.xml and so package a Nuxeo EAR configured for LDAP
and PostgreSQL.

You can also use Maven profiles with "-P" argument.

56.4.2. Thanks to Ant


Using Ant, we will automatize lot of common tasks. Here's the output of command "ant -projecthelp" on
template-project:
$ ant -projecthelp
Buildfile: build.xml
Main targets:
copy Replace ear and copy libs to jboss
copy-2parts Copy Nuxeo-EP in two parts
copy-3parts DEPRECATED: Copy Nuxeo-EP in three parts
copy-ldap-pg Copy template on LDAP and Postgres
deploy Build and copy to JBoss
deploy-2parts Build 2parts and copy to two patched JBoss
deploy-ldap-pg Build for LDAP and Postgres and copy to JBoss
install Run mvn install
package Package Nuxeo-EP
package-2parts Package Nuxeo-EP in two parts
package-3parts DEPRECATED: Package Nuxeo-EP in three parts
package-ldap-pg Package for LDAP and Postgres
web Copy web files to a live JBoss
Default target: usage

Example 56.2. build.xml sample

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<?xml version="1.0"?>
<project name="template" default="usage" basedir=".">
<!-- Create a build.properties file from build.properties.sample
if you wish to override the JBoss paths -->
<property file="build.properties" />
<property name="jboss.dir" value="/opt/jboss" />
<property name="jboss.config" value="default" />
<property name="mvn.opts" value="" />
<property name="javac.debug" value="true" />
<property name="javac.deprecation" value="false" />
<!-- Boilerplate configuration -->
<property name="build.dir" value="${basedir}/target" />
<property name="deploy.dir" value="${jboss.dir}/server/${jboss.config}/deploy" />
<property name="template.ear.root" value="template-ear" />
<property name="nuxeo.ear" value="nuxeo.ear" />
<property name="deploy.lib.dir" value="${jboss.dir}/server/${jboss.config}/lib" />
<property name="build.lib.dir" value="lib" />

<!-- these properties will need to be overridden at execution time -->


<target name="set.jboss.home" unless="jboss.home">
<property name="jboss.home" value="${jboss.dir}" />
</target>
<target name="set.assembly.name" unless="assembly.name">
<property name="assembly.name" value="template-dev" />
</target>
<target name="setproperties" unless="jboss.server" depends="set.jboss.home, set.assembly.name">
<property name="assembly.ear" value="${assembly.name}" />
<property name="jboss.server" value="${jboss.home}/server/${jboss.config}" />
<property name="jboss.deploy" value="${jboss.server}/deploy" />
<property name="jboss.lib" value="${jboss.server}/lib" />
<property name="jboss.nuxeo.ear" value="${jboss.deploy}/nuxeo.ear" />
<property name="template.ear.build" value="${template.ear.root}/target/${assembly.ear}" />
</target>
<target name="usage">
<echo message="usage: ant [package|deploy|web|package-2parts|deploy-2parts|package-ldap-pg|deploy-ldap-p]" /
<echo message="ant package => Package template to ${build.dir}/${nuxeo.ear}" />
<echo message="ant deploy => Package template and copy to ${deploy.dir}" />
<echo message="ant deploy-Nparts => Package template and copy to ${deploy.dir} relative to the ${jbossN.di
<echo message="ant web => Copy web files to a live JBoss (${deploy.dir})" />
</target>
<condition property="osfamily-unix">
<os family="unix" />
</condition>
<condition property="osfamily-windows">
<os family="windows" />
</condition>
<target name="deploy" depends="install,package,copy,copy-lib" description="Build and copy to JBoss">
<echo message="Deployed ${ant.project.name} to ${deploy.dir}" />
</target>
<target name="deploy-ldap-pg" depends="install,package-ldap-pg,copy-ldap-pg" description="Build for LDAP and P
</target>
<target name="deploy-2parts" depends="install,package-2parts,copy-2parts" description="Build 2parts and copy t
</target>
<target name="package-ldap-pg" description="Package for LDAP and Postgres">
<antcall target="package">
<param name="assembly.name" value="template-ldap-pg" />
</antcall>
</target>
<target name="package-2parts" description="Package Nuxeo-EP in two parts">
<antcall target="package">
<param name="jboss.home" value="${jboss1.dir}" />
<param name="assembly.name" value="template-stateful" />
</antcall>
<antcall target="package">
<param name="jboss.home" value="${jboss2.dir}" />
<param name="assembly.name" value="template-stateless" />
</antcall>
</target>
<target name="package-3parts" description="DEPRECATED: Package Nuxeo-EP in three parts">
<antcall target="package">
<param name="assembly.name" value="nuxeo-core" />
</antcall>
<antcall target="package">
<param name="assembly.name" value="nuxeo-indexing" />
</antcall>
<antcall target="package">
<param name="assembly.name" value="nuxeo-webplatform" />
</antcall>
</target>
<target name="package" depends="setproperties,package-unix,package-windows" description="Package Nuxeo-EP" />
<target name="package-unix" if="osfamily-unix">
<echo message="assembly NAME ${assembly.name}" />
<exec executable="mvn" failonerror="true">
<arg value="clean" />
<arg value="package" />

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<arg value="-Dmaven.test.skip=true" />


<arg value="-f" />
<arg value="${template.ear.root}/pom.xml" />
<arg value="-Dtemplate.ear.assembly=${assembly.name}" />
<arg value="${mvn.opts}" />
</exec>
<echo message="Packaged ${ant.project.name} into ${template.ear.build}" />
</target>
<target name="package-windows" if="osfamily-windows">
<exec executable="cmd" failonerror="true">
<arg value="/c" />
<arg value="mvn.bat" />
<arg value="clean" />
<arg value="package" />
<arg value="-Dmaven.test.skip=true" />
<arg value="-f" />
<arg value="${template.ear.root}/pom.xml" />
<arg value="-Dtemplate.ear.assembly=${assembly.name}" />
<arg value="${mvn.opts}" />
</exec>
</target>
<target name="install" depends="install-unix,install-windows" description="Run mvn install" />
<target name="install-unix" if="osfamily-unix">
<exec executable="mvn" failonerror="true">
<arg value="clean" />
<arg value="install" />
<arg value="-Dmaven.test.skip=true" />
<arg value="${mvn.opts}" />
</exec>
</target>
<target name="install-windows" if="osfamily-windows">
<exec executable="cmd" failonerror="true">
<arg value="/c" />
<arg value="mvn.bat" />
<arg value="clean" />
<arg value="install" />
<arg value="-Dmaven.test.skip=true" />
<arg value="${mvn.opts}" />
</exec>
</target>
<target name="web" description="Copy web files to a live JBoss">
<copy todir="${deploy.dir}/nuxeo.ear/nuxeo.war">
<fileset dir="${basedir}/template-platform/src/main/resources/nuxeo.war/" />
</copy>
</target>
<target name="rename">
<delete dir="${build.dir}/${nuxeo.ear}" failonerror="false" />
<move file="${build.dir}/template.ear" tofile="${build.dir}/${nuxeo.ear}" />
</target>
<target name="copy-lib">
<delete failonerror="false">
<fileset dir="${deploy.lib.dir}/">
<include name="nuxeo*.jar" />
</fileset>
</delete>
<copy todir="${deploy.lib.dir}/" failonerror="true">
<fileset dir="${build.dir}/${build.lib.dir}/" />
</copy>
</target>
<target name="copy-ldap-pg" description="Copy template on LDAP and Postgres">
<antcall target="copy">
<param name="assembly.name" value="template-ldap-pg" />
</antcall>
</target>
<target name="copy-2parts" description="Copy Nuxeo-EP in two parts">
<antcall target="copy">
<param name="jboss.home" value="${jboss1.dir}" />
<param name="assembly.name" value="template-platform-stateful" />
</antcall>
<antcall target="copy">
<param name="jboss.home" value="${jboss2.dir}" />
<param name="assembly.name" value="template-web-stateless" />
</antcall>
</target>
<target name="copy-3parts" description="DEPRECATED: Copy Nuxeo-EP in three parts">
<antcall target="copy">
<param name="jboss.home" value="${jboss1.dir}" />
<param name="assembly.name" value="nuxeo-core" />
</antcall>
<antcall target="copy">
<param name="jboss.home" value="${jboss2.dir}" />
<param name="assembly.name" value="nuxeo-indexing" />
</antcall>
<antcall target="copy">
<param name="jboss.home" value="${jboss3.dir}" />
<param name="assembly.name" value="nuxeo-webplatform" />
</antcall>
</target>
<target name="copy" depends="delete-ear,copy-ear,copy-lib" description="Replace ear and copy libs to jboss" />
<target name="delete-ear" depends="setproperties">

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<delete dir="${jboss.nuxeo.ear}" failonerror="false" />


</target>
<target name="copy-ear" depends="setproperties">
<mkdir dir="${jboss.nuxeo.ear}" />
<copy todir="${jboss.nuxeo.ear}">
<fileset dir="${template.ear.build}" />
</copy>
</target>
<target name="copy-jars">
<copy todir="${deploy.dir}/${nuxeo.ear}/plugins" overwrite="true" flatten="true">
<fileset dir="${basedir}">
<include name="*/target/*.jar" />
<exclude name="*/target/*-sources.jar" />
</fileset>
</copy>
</target>
</project>

56.5. Recommended multi-machine packagings

56.5.1. Bi-machine: stateful/stateless

56.5.1.1. Introduction

Stateful/Stateless packaging gives a good solution to a lot of production requirements. Principle is to split
Nuxeo in two parts: one that contains the core and every services that persist data, and another that provides
web services. Stateless part may be duplicated.

56.5.1.2. Packaging

Bi-machine packaging is done by two assembly descriptors, each one building an EAR to deploy on a separate
server.

To build your own bi-machine packaging, copy the template-project structure. Copy and adapt Ant, Maven and
descriptor files. Then, configure artifactSet and fileSet that will deploy your project's artifacts into the plugin
directory and the wanted resources to replace those deployed by default.

Example 56.3. Sample of customized assembly for a stateful EAR

<!-- This is a template assembly file that generates a "stateful" part of Nuxeo-EP server -->
<assembly>
<!-- RESOURCES -->
<assemble>
<set>resources</set>
<outputFile>/</outputFile>
</assemble>
<zipEntrySet id="resources">
<artifact>
org.nuxeo.ecm.platform:nuxeo-platform-ear:${nuxeo.platform.version}:zip:resources-platform-stateful
</artifact>
</zipEntrySet>
<!-- ARTIFACTS -->
<assemble>
<outputFile>system</outputFile>
<set>system</set>
</assemble>
<artifactSet id="system">
<import>**</import>
<includeDependencies>true</includeDependencies>
<includes>
<artifact group="org.nuxeo.*" category="runtime,jboss4"
includeDependsOnCategory="false" />
<artifact group="org.nuxeo.*" category="core,stateful" />
<!-- add here core and stateful nuxeo-addons -->

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</includes>
<excludes>
<artifact group="!org.nuxeo*" />
<artifact group="org.nuxeo.common" />
<artifact name="nuxeo-runtime-jboss-extensions" />
<artifact name="nuxeo-platform-webapp" />
<artifact name="nuxeo-platform-webapp-core" />
<artifact name="nuxeo-platform-audit-facade" />
<artifact name="nuxeo-platform-placeful-facade" />
<artifact name="nuxeo-platform-search-compass-plugin" />
<artifact name="nuxeo-platform-ear" />
<artifact group="org.nuxeo.projects.template" />
</excludes>
</artifactSet>
<assemble>
<outputFile>system</outputFile>
<unpack>true</unpack>
<unpackInNewDirectory>true</unpackInNewDirectory>
<set>nuxeo-platform-unpacked</set>
</assemble>
<artifactSet id="nuxeo-platform-unpacked">
<import>**</import>
<includes>
<artifact name="nuxeo-platform-audit-facade" />
<artifact name="nuxeo-platform-placeful-facade" />
<artifact name="nuxeo-platform-search-compass-plugin" />
</includes>
</artifactSet>
<!-- third party libraries embedded in the ear -->
<assemble>
<outputFile>lib</outputFile>
<set>nuxeo-fixed-libs</set>
</assemble>
<artifactSet id="nuxeo-fixed-libs">
<artifacts>
<artifact group="org.freemarker" name="freemarker" version="2.3.11" />
<artifact group="org.osgi" name="osgi-core" version="4.1" />
<artifact group="commons-collections" name="commons-collections"
version="3.1" />
<artifact group="commons-io" name="commons-io" version="1.2" />
<artifact group="commons-lang" name="commons-lang" version="2.2" />
<artifact group="commons-fileupload" name="commons-fileupload"
version="1.1.1" />
<artifact group="cssparser" name="cssparser" version="0.9.4-fix" />
<artifact group="net.sf.ehcache" name="ehcache" version="1.2.3" />
<artifact group="net.sf.ezmorph" name="ezmorph" version="0.9" />
<artifact group="org.hibernate" name="hibernate" version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-annotations"
version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-entitymanager"
version="3.2.0.ga" />
<artifact group="jboss" name="jboss-cache-jdk50" version="1.4.0.SP1" />
<artifact group="org.jboss.seam" name="jboss-seam" version="1.1.5.NX3" />
<artifact group="jboss" name="jbpm" version="3.1.2" />
<artifact group="jboss" name="jgroups" version="2.2.9" />
<artifact group="net.sf.json-lib" name="json-lib" version="0.9" />
<artifact group="org.apache.lucene" name="lucene-core" version="2.0.0" />
<artifact group="net.sf.opencsv" name="opencsv" version="1.7" />
<artifact group="org.slf4j" name="slf4j-api" version="1.3.0" />
<artifact group="org.slf4j" name="slf4j-log4j12" version="1.3.0" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk"
version="1.1.5" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk-sandbox"
version="1.1.5" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-api"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-impl"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.directory.server"
name="apacheds-protocol-shared" version="1.5.1" />
<artifact group="org.apache.directory.shared" name="shared-ldap"
version="0.9.7" />
<artifact group="com.sun.facelets" name="jsf-facelets" version="1.1.11" />
<artifact group="org.nuxeo.ecm.platform" name="nuxeo-jbossws-wrapper"
version="4.0.5.GA" />
</artifacts>
</artifactSet>
<!-- template project's artifacts -->
<assemble>
<outputFile>plugins</outputFile>
<set>template-plugins</set>
</assemble>
<artifactSet id="template-plugins">
<import>**</import>
<includeDependencies>true</includeDependencies>
<includes>
<artifact name="template-core" />
<artifact name="template-stateful-services" />
</includes>

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<excludes>
<artifact group="!org.nuxeo.projects.template" />
</excludes>
</artifactSet>
<!-- template project's resources -->
<assemble>
<outputFile>/</outputFile>
<set>template-resources</set>
</assemble>
<fileSet id="template-resources">
<directory>src/main/resources_template_common</directory>
<excludes>
<exclude>README.txt</exclude>
</excludes>
</fileSet>
<assemble>
<outputFile>/</outputFile>
<set>template-resources-stateful</set>
</assemble>
<fileSet id="template-resources-stateful">
<directory>src/main/resources_template_stateful</directory>
</fileSet>
</assembly>

Example 56.4. Sample of customized assembly for a stateless EAR

<!-- This is a template assembly file that generates a "stateless" part of Nuxeo-EP server -->
<assembly>
<!-- RESOURCES -->
<assemble>
<set>resources</set>
<outputFile>/</outputFile>
</assemble>
<zipEntrySet id="resources">
<artifact>
org.nuxeo.ecm.platform:nuxeo-platform-ear:${nuxeo.platform.version}:zip:resources-web-stateless
</artifact>
</zipEntrySet>
<!-- ARTIFACTS -->
<assemble>
<outputFile>/</outputFile>
<set>root-artifacts</set>
</assemble>
<artifactSet id="root-artifacts">
<import>**</import>
<includeDependencies>false</includeDependencies>
<includes>
<artifact name="nuxeo-platform-webapp" />
<artifact name="nuxeo-platform-webapp-core" />
</includes>
</artifactSet>
<assemble>
<outputFile>system</outputFile>
<set>system</set>
</assemble>
<artifactSet id="system">
<import>**</import>
<includeDependencies>true</includeDependencies>
<includes>
<artifact group="org.nuxeo.*" category="runtime,jboss4"
includeDependsOnCategory="false" />
<artifact group="org.nuxeo.*" category="stateless" />
<!-- add here web and stateless nuxeo-addons -->
</includes>
<excludes>
<artifact group="!org.nuxeo*" />
<artifact group="org.nuxeo.common" />
<artifact name="nuxeo-runtime-jboss-extensions" />
<artifact name="nuxeo-platform-webapp" />
<artifact name="nuxeo-platform-webapp-core" />
<artifact name="nuxeo-platform-ear" />
<artifact name="nuxeo-apt-extensions" />
<artifact group="org.nuxeo.projects.template" />
</excludes>
</artifactSet>
<!-- third party libraries embedded in the ear -->
<assemble>

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<outputFile>lib</outputFile>
<set>nuxeo-fixed-libs</set>
</assemble>
<artifactSet id="nuxeo-fixed-libs">
<artifacts>
<artifact group="org.freemarker" name="freemarker" version="2.3.11" />
<artifact group="org.osgi" name="osgi-core" version="4.1" />
<artifact group="commons-collections" name="commons-collections"
version="3.1" />
<artifact group="commons-io" name="commons-io" version="1.2" />
<artifact group="commons-lang" name="commons-lang" version="2.2" />
<artifact group="commons-fileupload" name="commons-fileupload"
version="1.1.1" />
<artifact group="cssparser" name="cssparser" version="0.9.4-fix" />
<artifact group="net.sf.ehcache" name="ehcache" version="1.2.3" />
<artifact group="net.sf.ezmorph" name="ezmorph" version="0.9" />
<artifact group="org.hibernate" name="hibernate" version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-annotations"
version="3.2.0.ga" />
<artifact group="org.hibernate" name="hibernate-entitymanager"
version="3.2.0.ga" />
<artifact group="jboss" name="jboss-cache-jdk50" version="1.4.0.SP1" />
<artifact group="org.jboss.seam" name="jboss-seam" version="1.1.5.NX3" />
<artifact group="jboss" name="jbpm" version="3.1.2" />
<artifact group="jboss" name="jgroups" version="2.2.9" />
<artifact group="net.sf.json-lib" name="json-lib" version="0.9" />
<artifact group="org.apache.lucene" name="lucene-core" version="2.0.0" />
<artifact group="net.sf.opencsv" name="opencsv" version="1.7" />
<artifact group="org.slf4j" name="slf4j-api" version="1.3.0" />
<artifact group="org.slf4j" name="slf4j-log4j12" version="1.3.0" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk"
version="1.1.5" />
<artifact group="org.apache.myfaces.tomahawk" name="tomahawk-sandbox"
version="1.1.5" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-api"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.myfaces.trinidad" name="trinidad-impl"
version="1.0.1-incubating-NXEP51M2" />
<artifact group="org.apache.directory.server"
name="apacheds-protocol-shared" version="1.5.1" />
<artifact group="org.apache.directory.shared" name="shared-ldap"
version="0.9.7" />
<artifact group="com.sun.facelets" name="jsf-facelets" version="1.1.11" />
<artifact group="org.nuxeo.ecm.platform" name="nuxeo-jbossws-wrapper"
version="4.0.5.GA" />
</artifacts>
</artifactSet>
<!-- template project's artifacts -->
<assemble>
<outputFile>plugins</outputFile>
<set>template-plugins</set>
</assemble>
<artifactSet id="template-plugins">
<import>**</import>
<includeDependencies>true</includeDependencies>
<includes>
<artifact name="template-web" />
<artifact name="template-stateless-services" />
</includes>
<excludes>
<artifact group="!org.nuxeo.projects.template" />
</excludes>
</artifactSet>
<!-- template project's resources -->
<assemble>
<outputFile>/</outputFile>
<set>template-resources</set>
</assemble>
<fileSet id="template-resources">
<directory>src/main/resources_template_common</directory>
<excludes>
<exclude>README.txt</exclude>
</excludes>
</fileSet>
<assemble>
<outputFile>/</outputFile>
<set>template-resources-stateless</set>
</assemble>
<fileSet id="template-resources-stateless">
<directory>src/main/resources_template_stateless</directory>
</fileSet>
</assembly>

56.5.1.3. Network configuration

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Stateful is identified in configuration files as nxplatformserver and nxjmsserver. Stateless is known as


nxwebserver. You can set this in your hosts files.

If you deploy multiple stateless servers, the unique (for now it cannot be duplicated) stateful server only need to
know one stateless server. Stateless servers do not need to communicate between each other.

Note
There is misconfiguration in Nuxeo EP 5.1.6 and 5.2.M3 (http://jira.nuxeo.org/browse/NXP-2838).
Replace in nuxeo-web-stateless.ear/datasources/core-events-ds.xml
java.naming.provider.url=${jboss.bind.address}:1099

with
java.naming.provider.url=nxjmsserver:1099

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Chapter 57. Release Management

57.1. Introduction
Nuxeo EP and related components can use the maven release plugin to prepare and perform releases of Nuxeo
components.

The release of a project usually consists in those operations:


• perform a clean checkout and launch the tests

• change version numbers

• tag sources in the source control system (ex: SVN)

• update version number of the trunk to start the new development cycle

• publish software and related information

The maven release plugin streamlines and automates the release process of software components.

To get more background about maven release, you can read following pages:
• mini-guide on Maven Release

• maven release main site

57.2. Let's release!


When your software is ready to be released, you want to launch the release process. :-)

This process has to be as easy as possible. You will be able to find bellow the basic process.

57.2.1. Remove all dependencies on SNAPSHOT versions


To enforce that the build is reproducible, maven refuses to create a new release if there are dependencies on
SNAPSHOT versions.

The first step is then to remove all dependencies on SNAPSHOT versions. Of course, as you may not be able to
release all your dependencies as long as your software, you can create specific versions of your dependencies
for the release.

Here is the fastest way:

$ mvn deploy:deploy-file -DrepositoryId=central \ ❶


-Durl=scpexe://amour.nuxeo.org/home/nexus/repositories/vendor-release \ ❷
-DgroupId=org.apache.myfaces.trinidad \ ❸
-DartifactId=trinidad-impl \ ❹
-Dversion=1.0.1-incubating-NXEP51M2 \ ❺
-Dpackaging=jar \ ❻
-Dfile=trinidad-impl-1.0.1-incubating-NXEP51M2.jar ❼

❶❷ Informations of the repository you are using. For Nuxeo's software, use:
• repositoryId: central

• url: scpexe://amour.nuxeo.org/home/nexus/repositories/vendor-release>

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Release Management

Of course, you will need write permission on the repository. You can request it from your repository's
manager.
❸❹❺❻
• groupId: the group id for the artifact, you should get it for the pom of this artifact

• artifactId: idem

• packaging: usually jar (or pom if you are only deploying a pom file)
❼ Point to the file (usually jar or pom) you want to upload.

57.2.2. Checkout the code and clean your repository


First, you need to get a fresh copy of the components you are about to release.
$ mvn scm:checkout svn:http://server/yoursoftware/trunk

To be sure that everything is clean and that you will test in the same environment as new users, remove your
repository. On windows, remove your repository using your preferred tool. On Linux/Unix/MacOS, you can
perform:
$ rm ~/.m2/repository

to remove your entire maven repository.

57.2.3. Test the release


Let's try to build and test the software before launching a dry run of the release process.
mvn install

This should download all required dependencies (since you've clean your maven repository in the previous
paragraph) and build the software.

We now can test the release preparation process.


mvn release:prepare -DdryRun=true

Answer, now to the questions maven will ask about version numbers and tag name. This will simulate a release
preparation, especially the svn tags.

If everything went well until that point, we can actually perform the release...

57.2.4. Perform the release


For each component you want to release, do:
mvn release:prepare release:perform

This will tag your sources in the SCM, build the software, build the site upload your artifact to the defined
repository and deploy your site.

In Nuxeo's case, you need to release first the global master POM before releasing other component, if the
master POM is using a SNAPSHOT version. To achieve this, go to a checkout of the master POM and do a
non-recursive release using:
mvn -N release:prepare release:perform

Then you can set master POM's new version number into each component you want to release and start the
release process.

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57.2.5. You're done


Now you're done. You have released your software using maven release and you can happily use your new
component in your projects or deliver your customer! :-)

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Part VII. Add-ons

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Chapter 58. Add-ons

58.1. Introduction
Add-ons are modules you can add to a Nuxeo instance and that provide additional functionalities. To install an
add-ons, download the modules from http://download.nuxeo.org/ and copy them in the /plugins directory of
your Nuxeo instance. For additional set-up, refer to the specific add-on's documentation.

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Chapter 59. Nuxeo Annotation Service

59.1. Introduction

59.1.1. W3C Annotea


Nuxeo Annotation service is based on Annotea W3C specification. It is compliant with the specification
published at Annotea Protocol .

However the annotea specification is quite old and does not handle all use cases for annotating documents in
the context of Nuxeo ECM. Therefore, we propose to provide some extensions to annotea. Using the repository
plugin, it provides a plugable system to be able to keep track of the relationship between an annotated URL and
the underlying nuxeo document.

Inside Nuxeo EP we need to be able to annotate the HTML preview of a document. This preview may include
images. This images are annotable as the rest of the document, but it requires an extension to the Xpointer
specification since user may want to annotate just a portion (zone) of the image.

59.1.2. Logical architecture overview


This section provides an overview of the logical architecture of the Nuxeo Annotation service.
• Annotation Service API nuxeo-platform-annotations-api

Provides Java API and all the needed Java artifacts needed to call the Annotation service remotely.

• Annotation Service Core nuxeo-platform-annotations-core

Provides the Nuxeo Service that exposes the required annotation Java Interface. This service is
implemented as a Nuxeo Runtime component and will provide the needed extension points .

• Annotation Service Facade nuxeo-platform-annotations-facade

Provides the service EJB3 facade for remote (RMI) access.

• Annotation Service Http gateway nuxeo-platform-annotations-http

The HTTP Gateway implements the Annotea HTTP protocol. It is implemented as a servlet that enable
access to the annotation service via http GET/POST requests as defined in the W3C Annotea
specification.

• Annotation Service Web Interface nuxeo-platform-annotations-web

The web interface provides ways to annotate document.

59.1.3. XPointer integration and extension.


Annotea uses XPointer to annotates part of a web pages. We added a image-range function to XPointer to be
able to annotates part of an image. A XPointer using image-range looks like:
"http://example.com/foo.html#xpointer(image-range(/html[1]/body[0]/img[0],[79,133],[123,159]))". The form
is "image-range(location-set , [tlX,tlY], [brX,brY])", with the location-set defined in the XPointer
documentation, pointing to an image. tlX, tlY, brX and brY are integer for the top left X, top left Y, bottom
right X and bottom right Y coordinates of a square within the annotated original image (as stored on the server).
That is, if the size of the image is dynamically modified using Javascript, an image-range should always point
to the same area of the image.

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59.2. Annotation Service Core

59.2.1. Overview
This is the main component of NXAS, the one that contains all the logic for managing RDF based annotations.
The Core Service is not document aware and manages only URIs.

URI, URL and URN


A URL is "http://foo.com/index.html", a URN doesn't use a protocol: "nuxeo:default:12345678". A
URI is a URL or a URN.

This component is also responsible for exposing all the needed extension points that will be used for
configuration and integration.

59.2.2. Implementation
The service is implemented as a Runtime service on top of a Nuxeo Runtime component. The runtime
component provides the extension point mechanisms. The API provided by the service will target managing
annotations on URLs.

As any Nuxeo Service, the Annotation Service is accessible via the Runtime lookup method :

Framework.getLocalService(AnnotationService.class)

Implementation Note
The core function of the annotation service is to add/remove/query annotations from the RDF
Graph. It also has to provide security and add configurability. The implementation separates those
2 functions in 2 classes: The AnnotationServiceProxy class implements all the configuration, event
management and security function and let the AnnotationServiceImpl provides the core RDF
service.

59.2.3. Storage
The Annotation service stores the annotations as a RDF graph. Nuxeo Relation Service is responsible for
storing and managing the RDF data. The service uses a graph named "annotations". The default contribution is:

<component name="org.nuxeo.ecm.annotations.graph">
<require>org.nuxeo.ecm.platform.relations.jena</require>
<extension target="org.nuxeo.ecm.platform.relations.services.RelationService"
point="graphs">
<graph name="annotations" type="jena">
<option name="backend">sql</option>
<option name="databaseType">${org.nuxeo.ecm.sql.jena.databaseType}</option>
<option name="databaseTransactionEnabled">
${org.nuxeo.ecm.sql.jena.databaseTransactionEnabled}
</option>
<option name="datasource">java:/nxrelations-default-jena</option>
<namespaces>
<namespace name="rdf">http://www.w3.org/1999/02/22-rdf-syntax-ns#</namespace>
<namespace name="dcterms">http://purl.org/dc/terms/</namespace>
<namespace name="nuxeo">http://www.nuxeo.org/document/uid/</namespace>
</namespaces>
</graph>
</extension>
</component>

Refer to the Relation Service documentation ( Chapter 24, Relations ) for more information on configuration
options.

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59.2.4. uriResolver
The uriResolver extension point allows to contribute a class that is responsible for resolving uri. It maps URI
sent by the client to URI stored in the graph. It also allows to translate a URI in a list of URIs when querying
the graph.

This allows to consider annotations on different URLs to be considered as annotations on the same document,
therefore being able to see those annotations on both URLs.

To contribute a uriResolver contribute to the extension point a class that implements the UriResolver interface.
The default contribution is:

<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="uriResolver">
<urlResolver
class="org.nuxeo.ecm.platform.annotations.service.DefaultUriResolver"/>
</extension>

The DefaultUriResolver maps URI without changing them, unless it includes "nuxeo/Annotations" in its URL.
In such a case, it transform the URL in a URN of the form "urn:annotation:***".

59.2.5. urlPatternFilter
The urlPatternFilter extension point allows to contribute regular expression pattern to the list of allowed URL
pattern or disallowed URL pattern. When a request is made to get/set annotations on an URL, the server check
the list.

The check is done before any transformation on the URL. Because the check on URL is done very early in the
processing of a request, to increase performance, it is recommended to use it whenever possible.

The filter follows Apache's mod_access convention to filter URL. The default contribution is:

<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="urlPatternFilter">
<urlPatternFilter order="Deny,Allow">
<deny>.*</deny>
<allow>.*</allow>
</urlPatternFilter>
</extension>

59.2.6. metadata
The metadata extension point allows to add metadata to an annotations when it is created. The contribution
needs to implement the MetadataMapper interface. It is passed the annotation to which it can add the metadata.
The default contribution:

<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="metadataMapper">
<metadataMapper
class="org.nuxeo.ecm.platform.annotations.service.DefaultMetadataMapper">
</extension>

This contribution adds the date and creator to the annotation. Note that you can add metadata and modify the
annotation before sending it to the service. You could choose to add the creation time using the local time of
the client and add it to the annotation without using the metadatMapper.

59.2.7. permissionManager and permissionMapper

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The permissionManager extension point allows to contribute a class that checks before CRUD operations. The
permissionMapper will maps permission name with operation.

The permissionMapper extension point allows to contribute the name of the permission to check before a
CRUD operation. The default contribution is:

<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="permissionMapper">
<permissionMapper>
<createAnnotation>createAnnotation</createAnnotation>
<readAnnotation>readAnnotation</readAnnotation>
<updateAnnotation>updateAnnotation</updateAnnotation>
<deleteAnnotation>deleteAnnotation</deleteAnnotation>
</permissionMapper>
</extension>

The permissionManager extension point allows to contribute a class to check before CRUD operations. The
default permission manager allows all operations to everybody:
<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="permissionManager">
<permissionManager
class="org.nuxeo.ecm.platform.annotations.service.DefaultPermissionManager"/>
</extension>

59.2.8. annotabilityManager
The annotabilityManager extension point allows to contribute a class to fine grain which documents can be
annotated. An implementation needs to implement the interface AnnotabilityManager . The default
annotability manager is:

<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="annotabilityManager">
<annotabilityManager
class="org.nuxeo.ecm.platform.annotations.service.DefaultAnnotabilityManager"/>
</extension>

It allows annotations on all URL.

59.2.9. UID Generation


When an annotation is created it is given a UID. This extension point allows to contribute a UID generator. The
default contribution is:
<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="annotationIDGenerator">
<IDGenerator class="org.nuxeo.ecm.platform.annotations.service.DefaultIDGenerator"/>
</extension>

This default contribution create a UID using java java.util.UUID.randomUUID() .

59.2.10. Event management


The eventManager extension point allows to contribute a listener class to handle annotation related events. The
listener class has to implement the interface. EventListener . There is one method for each CRUD operation,
before and after the operation. The calls are made synchronously. There is no default contribution to this
extension point.

59.3. NXAS Repository Plugin

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59.3.1. Overview
NXAS core offers an implementation of an Annotea Server. It is "pure" RDF and relies on URI for resource
identification. However, Nuxeo deals with versionned document. The repository plugin allows to contribute to
the core module using Nuxeo's object of DocumentModel, ACP and Version.

The repository plugin contribute to Core NXAS, replacing most of the default contribution. You can then
contribute to the repository plugin to tune security, annotability and more.

Querying using a DocumentModel


The Annotation Service uses URI exclusively, if you need to query using a DocumentModel, you
need to obtain the URN for this document:

URNDocumentViewTranslator translator = new URNDocumentViewTranslator();


String documentId = documentModel.getId();
String serverName = coreSession.getRepositoryName();
URI uri = translator.getNuxeoUrn(serverName, documentId);

You can then use the uri for the query method.

59.3.2. Default contribution


This section describes the default contribution made to the annotation service. You should not change them if
you use the repository plugin. To modify the repository plugin behavior, use its extension point (
Section 59.3.3.1, “ documentAnnotability ” ).

59.3.2.1. permissionMapper

The permission are mapped to the document that is being annotated:


<extension
target="org.nuxeo.ecm.platform.annotations.services.AnnotationsService"
point="permissionMapper">
<permissionMapper>
<createAnnotation>updateDocument</createAnnotation>
<readAnnotation>viewDocument</readAnnotation>
<updateAnnotation>updateDocument</updateAnnotation>
<deleteAnnotation>deleteDocument</deleteAnnotation>
</permissionMapper>
</extension>

59.3.2.2. uriResolver

The defaultNuxeoUriResolver transform the URI if it points to a Nuxeo document. The URI becomes a URN
using the docId and repository name.

59.3.2.3. metadataMapper

In addition to the default mapper, the DefaultNuxeoMetadataMapper add the company of the user.

59.3.2.4. permissionMapper

The name of permission are the same as the document permission.

59.3.2.5. annotabilityManager

The contribution to the annotability manager will call the documentAnnotabilityManager.

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59.3.2.6. eventListener

The contribution to the eventListener will call the corresponding AnnotatedDocumentEventListener.

59.3.3. Extension Point

59.3.3.1. documentAnnotability

The documentAnnotability extension point allows to choose which document are annotable. To contribute to
this point, create a class that implement DocumentAnnotability . The default implementation is (
DefaultDocumentAnnotability ), allows annotations on all documents.

59.3.4. documentEventListener
The documentEventListener allows to contribute class that would be notify when an annotation is create,
updated, read and deleted. Notification comes synchronously before and after the event. It is passed as
parameter the annotation and the DocumentLocation of the the document being annoted.

A default contribution notify the JMS bus.

59.3.5. securityManager
The security manager extension point allows to contribute a class that implements the SecurityManager
interface. It fine grains security using NuxeoPrincipal, the permission checked and the DocumentMode.

59.3.6. jcrLifecycleEventId and graphManagerEventListener


The jcrLifecycleEventId and graphManagerEventListener allows to modify the RDF graph when an event
happens in the repository. The jcrLifecycleEventId list the jms event we listen to. The
graphManagerEventListener extension point allows to contribute a class that would be called when such event
are received.

The default implementation is DocumentVersionnedGraphManager. It listens to the documentCheckedIn event.


This event is sent when a new UUID is created for a document. The manager add, to each annotation that
annotates the old UID, a new annotates statement with the new UID. The result is that when you version a
document, the old version will have the same annotation than the new version, but annotation on the new
version will not be seen in the old version.

59.4. NXAS Web

59.4.1. Overview
The NXAS HTML Client is the a web interface that can be used by the end user. It is written in GWT. It can be
configured in two ways. The "normal" Nuxeo way of extension point, or adding attribute or object to the html
page to be read by the gwt module.

Implementation Note

59.4.2. Extension Point


The WebAnnotationConfigurationService allows to contribute:

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• the different types of annotations you want to manage in your application. The default contribution
provides the 6 annotea protocols types: SeeAlso, Question, Explanation, Example, Comment, Change
and Advice.

• the filters you may want to use in your application. They are displayed as button on the left side. The
default contribution shows no filter.

• the displayed fields: fields you want to display in the annotations list in addition to the icon and the date.

• a class implementing the UserInfoMapper interface to add to the WebConfiguration some informations
about the current user.

• a class implementing the WebPermission interface to let know to the client if annotations are allowed or
not on the current document.

For more informations and examples, see the files web-configuration-service-contrib.xml and
web-configuration-service-framework.xml located in the nuxeo-platform-annotations-web project.

59.4.3. Configuration

59.4.3.1. Panel Element

The client uses a div with id "display" to add the annotation application to the current page.

59.4.3.2. Preview setting

To allow integration with the preview module, additional configuration is possible via a div with an id of
"preview-setting". Each configuration is an attribute of the div.
• imageOnly value should be true or false. If only the image should be annotated in the frame.

• multipleImageAnnotation should be true or false. If more than one image should be annotated.

• The annotation module uses 2 functions to transform the xpointer gotten from clicking on an image, and
to transform a xpointer to a xpointer that make sens in the previewed image. It get the function from
top[xPointerFilterPath] and top [pointerAdapter]. xPointerFilterPath and pointerAdapter are the value of
the same named attribute.

59.5. Annotation Service Facade


The facade provides the integration of the service into JEE infrastructure. EJB3 Stateless Session Bean facade
on top of the runtime service. This makes the Annotation Service remotable and accessible via the standard
Nuxeo Lookup facility :

Framework.getService(AnnotationService.class)

59.6. Annotation Service HTTP Gateway

59.6.1. Overview
The Annotation Service HTTP gateway provides the http API on top of the java APi of the Annotation Service
It is a servlet that implements the annotea protocol.

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Nuxeo Annotation Service

59.7. References
• W3C Annotea Protocol

• Nuxeo preview addon

• XPointer

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Chapter 60. Virtual Navigation

60.1. Virtual Navigation


This section is speaking about a Nuxeo addon that provides a new way to navigate in documents.

60.1.1. Virtual Navigation presentation


Virtual navigation is opposed to the physical navigation. The physical navigation is the intuitive way to browse
your documents as you created them, folders contain documents. Virtual Navigation is based on meta-data
linked with every documents. In Nuxeo 5 each document has a set of meta-data that make him more precise and
rich. The Virtual Navigation can provide a navigation tree built on meta-data and more precisely on every
vocabulary based data.

Now the basic Virtual Navigation configuration offers a navigation through coverage and through subjects. For
each document it is possible to determine a country that is relative to the document and one or many subjects
that corresponds well to it.

To activate the Virtual Navigation you have to add the Virtual Navigation addon in the plugin extension folder
of your JBoss server. After restarting the server you can see a new widget in the left hand corner of Nuxeo 5.
You can switch between navigation style easily.

The standard physical navigation is still here and the two Virtual Navigation are selectable on the right. As you
can see the Virtual Navigation keeps a folder based navigation but this tree browsing is built from vocabularies
defined in your Nuxeo 5 instance. Coverage and Subjects are 2 vocabularies that exist in the basic Nuxeo 5
configuration. You may know that tree based vocabularies are not limited in depth and you can have 2 or more
level in your vocabulary, for example Coverage allows to select a continent and a country.

To have good results with Virtual Navigation you have to fill meta-data linked to documents. The Meta-Data
view allows the user to provide his own meta-data. Select a country and/or subjects to make your Virtual
Navigation efficient. See below to view the Meta-Data configuration screen.

When selecting a node in a Virtual Navigation tree it will execute a request to find every documents that
contain the wanted meta-data. See the screen below for an example: if you select the Art/Architecture couple in
the Subjects navigation tree, every documents that contains Art/Architecture in their Subjects meta-data will be
displayed on screen.

60.1.2. Virtual Navigation configuration


The basic Virtual Navigation configuration, as seen above, offers 2 way to navigate through meta-data in
addition to the classic physical navigation, by coverage and by subjects. Here is a complete walkthrough to add
a new virtual navigation to a customized project.

60.1.2.1. Required precondition

You have to create a vocabulary that will be used for the new Virtual Navigation, keep in mind that you can set
up a multi-level vocabulary, so you can imagine a vocabulary with parent and children. There is no limitation
on this side.

You have to select the element in a schema that will store your vocabulary data. In the basic Nuxeo 5
configuration it is dublincore:coverage and dublincore:subjects that store vocabularies data for Virtual
Navigation. If fact, when you select a country (coverage) in a document's meta-data, the country is stored in the
dublincore:coverage element. It's not mandatory to select a dublincore element, you can select an element
coming from your own schemas.

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60.1.2.2. Set up your vocabulary

If you have a "only-one-level" vocabulary you can create a file to store it like this :

Example 60.1. Example to create your own vocabulary

id, label, obsolete


"art","label.directories.topic.art","0"
"human sciences","label.directories.topic.humanscience","0"
"society","label.directories.topic.society","0"
"daily life","label.directories.topic.dailylife","0"
"technology","label.directories.topic.technology","0"

If you have a "multi-level" vocabulary you have to split him in sub vocabulary, and keep in mind that you have
to indicate which vocabulary element is the child of which parent vocabulary element, here is an example, the
full example can be found in Nuxeo 5 sources, check topic.csv and subtopic.csv:

Example 60.2. Example to create your own multi-level vocabulary

CONTENT OF THE FIRST FILE (parents)


id, label, obsolete
"art","label.directories.topic.art","0"
"human sciences","label.directories.topic.humanscience","0"
"society","label.directories.topic.society","0"
"daily life","label.directories.topic.dailylife","0"
"technology","label.directories.topic.technology","0"

CONTENT OF THE SECOND FILE (with a "parent" parameter added)


id, label, parent, obsolete
"architecture","label.directories.subtopic.architecture","art","0"
"comics","label.directories.subtopic.comics","art","0"
"rights","label.directories.subtopic.rights","human sciences","0"
"economy","label.directories.subtopic.economy","human sciences","0"
...

When you have created your different files for vocabularies you have to register them in an extension point as
new vocabularies. In an xml file that you won't forget to place in a OSGI-INF directory and won't forget to
register in the MANIFEST.MF file of the package, you have to contribute the following extension point.

For a full example you can check the nxdirectories-contrib.xml file of the webapp-core package. Don't forget
to use the xvocabulary schema if your vocabulary is a child of another, if the vocabulary is the first parent or is
alone just use the vocabulary schema. Don't forget to indicate the parent if your vocabulary has more than one
level with the following tag <parentDirectory></parentDirectory>.

Example 60.3. How to register new vocabularies

<extension target="org.nuxeo.ecm.directory.sql.SQLDirectoryFactory"
point="directories">
//here your new vocabularies contribution
</extension>

60.1.2.3. Set up a new Document Type for search purpose

The query based search service of Nuxeo 5 requires that you create a document type that will be a base for a

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document model to register data handled by the query. To understand it more here is an example:

You are browsing your documents by coverage. You are selecting the path Europe/France in the tree. The data
Europe/France is the base of the query and need to be registered in a document model created from a document
type. In this case the document type can be very simple, cause the query must register only one data at a time.
Creating a document type with only one schema that contains one field will be enough.

This document type will be referenced as query document type in this walkthrough. Create it and register it as
a normal document type. See Nuxeo Book part 6 to get more informations about document type creation.

60.1.2.4. Set up new navigation tree

Now you must contribute to another extension point to create a new navigation tree based on vocabularies you
contributed just before. See below for an example of the file you have to create. For a full example you can see
the directorytreemanager-contrib.xml file in the virtualNavigation package.

The new tree contribution needs many informations, a queryModel to indicate the query you will use to get
your documents, a schema and a field coming from the query document type you just set up in part 3, an
outcome that indicates the page where documents will be displayed after the request and a list of vocabularies
you can indicate with the tag <directory></directory>.

Example 60.4. How to register new navigation trees

<require>
org.nuxeo.ecm.webapp.directory.DirectoryTreeService
</require>
<extension
target="org.nuxeo.ecm.webapp.directory.DirectoryTreeService"
point="trees">
//here your new navigation tree contribution
</extension>

60.1.2.5. Set up the queryModel and the Result Provider

Now you need to contribute to 2 extension points that will set up the query and the results provider. Here are
the 2 extension point you will need to contribute. For a full example see the file querymodel-contrib.xml and
resultsprovider-contrib.xml in the virtualNavigation package.

The query model contribution needs many information. In the docType parameter you have to put the name of
the documentType you created in part 3. In the <predicate></predicate> tag you must set up the name of the
element (field) that is the field storing the data used for virtual tree construction.

EXAMPLE :

You want to browse documents by coverage, each of your document have a coverage registered in dc:coverage
field. You have to use the dc:coverage parameter.

If there is no prefix set the name like this schema:field, if there is a prefix set it up like this prefix:field. In the
operator param put the value STARTSWITH. In the <field/> tag put the schema and the name of the field
coming from the query document type you set up in part 3.

Example 60.5. How to register query model and results provider

<extension
target="org.nuxeo.ecm.core.search.api.client.querymodel.QueryModelService"
point="model">
//Here your new query model

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</extension>

<extension
target="org.nuxeo.ecm.webapp.pagination.ResultsProviderService"
point="model">
//Here your new result provider
</extension>

60.1.2.6. Set up the search service

Now you need to register a new indexing configuration in the search service. You will index the field that
register the data you want to apply the search on, it is the same data as saw at the end of part 5 . Here is the
extension point you have to contribute. For a full example see the nxsearch-contrib.xml file in the
search-core package.

You will have to create a new <resource></resource> tag if it doesn't exist for your schema. For the name
parameter you have to put the name of your schema, type param must be "schema" and indexAllFields param
must be "true". In a <field/> tag you have to indicate the indexing strategy, the type param must be "Path", if
the field that register your vocabulary is a complexType (list of String for example) you can add the parameter
multiple and set it at "true".

Example 60.6. How to register the search configuration

<extension
target="org.nuxeo.ecm.core.search.service.SearchServiceImpl"
point="resource">
//Here your new search configuration
</extension>

60.1.2.7. Other details

You must not forget to add some navigation cases in a deployment-frgament.xml file. Those navigation cases
must correspond at each outcome you set up in part 3. Each page named in navigation cases shall display
search result so you have to customize those pages with the good queryModel call. For a full example see
coverage_virtual_navigation.xml .

All theme contributions and tree navigation widget already exist in webapp-core and virtualNavigation
package, you can take a look for information purpose.

Indeed you have to add vitualNavigation to Nuxeo 5 plugin if you want a fully fonctional Virtual Navigation
immediatly.

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Chapter 61. Metadata Extraction Service

61.1. Introduction
There are cases when some informations could be retrieved from attached files and keep this info as regular
Document properties. This info is referred to as metadata as it is a descriptive info referring the document (file)
from which it is extracted. For example given a MS Word document (file) we could retrieve info (metadata)
like author, title, creation date etc, simply by reading document headers with an appropriate library (that knows
how to parse and keep a MS Word document internal structure).

61.2. Metadata extraction module


The metadata extraction feature is composed of several projects:

- nuxeo-platform-metadataext-api

- nuxeo-platform-metadataext-core

- nuxeo-platform-metadataext-facade

- nuxeo-platform-metadataext-plugins

The core part defines the metadata extraction component with a MetaDataExtractionManager implementation:
org.nuxeo.ecm.platform.metadataext.services.MetaDataExtractionService.

The service is normally invoked by a dedicated CoreListener that passes a DocumentModel for which an
extraction could be defined. Also the metadata could be extracted by direct invocation from a client code
through existing EJB3 facade.

The plugin part provides a plugin (more to come) which is specific to the MS-Word document type. The plugin
is a Transformation Plugin (as defined by the Transformation service) and gets invoked as part of a defined
transformation chain. The appropriate transformation will be called by the metadata extraction service if there
is a contribution for the given Document type, etc.

61.2.1. Defining a contribution for metadata extraction


A contribution can be defined by adding an XML file with the following structure:

<extension
target="org.nuxeo.ecm.platform.metadataext.services.MetaDataExtraction"
point="extractions">
<meta-data-extraction inputField="file:content"
transformationName="MSWordMDExt">
<outputParams>
<param propertyName="dc:title">title</param>
<param propertyName="dc:description">comments</param>
<param propertyName="dc:created">creationDate</param>
<param propertyName="dc:modified">creationDate</param>
<param propertyName="dc:contributors">authors</param>
</outputParams>
<coreEvent>documentCreated</coreEvent>
<coreEvent>documentModified</coreEvent>
<docType>File</docType>
</meta-data-extraction>
</extension>

The important aspects for MetaDataExtraction service are:

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- specification of a source (blob) from where metadata will be extracted. This is defined by the value
inputField which should be a blob document property.

- the mapping of output parameters. This defines a correspondence between the map entries returned as the
result of transformation (extraction) and the Document properties names to which the results will be written
back.

- the list of core events for which the extraction will be performed.

- the list of document types for which the extraction can be applied.

61.2.2. Specifying input parameters


If the extraction is requiring additional information aside from the provided blob, we can add input parameters
to an extraction definition like this:
<inputParams>
<param propertyName="dc:title">title</param>
</inputParams>

A map with input parameters will be passed to the extraction plugin having the key the value of tag param (in
this case 'title').

61.2.3. Chaining extractions


In extreme cases the extractions of metadata could be performed in several steps. That is using the extracted
parameters in phase as input parameters for the next phase. This could be achieved by specifying the input
params whose values could have been set by a previous extraction (transformation).

61.2.4. Creating a plugin for metadata extraction


We first define a class implementing org.nuxeo.ecm.platform.transform.interfaces.Plugin interface like:

public class MSWordMDExtractorPlugin extends AbstractPlugin {


@Override
public List<TransformDocument> transform(Map<String, Serializable> options,
TransformDocument... sources) throws Exception {
...
}
...
}

Overriding the transform method is a must and in this case we will have only one TransformDocument as
source.

The blob from which metadata could be extracted can be retrieved from TransformDocument like: Blob
srcBlob = sources[0].getBlob().

After the useful information is extracted the properties should be set to a TransformDocument that will be
returned:

TransformDocumentImpl res = new TransformDocumentImpl();


res.setPropertyValue("title", extractedTitle);

61.2.5. Using a metadata extraction plugin


Having a plugin class defined that knows how to extract information from a specific type of file (MS Word
document, MS Excel, PDF, OO doc etc) we can add the contributions necessary for the metadata extraction to

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take place.

We need to define first the transformation plugin and the transformation contributions. After that the defined
transformation can be referred in the metadata extraction specific contribution.

Step 1: define the transformation plugin:

<extension
target="org.nuxeo.ecm.platform.transform.service.TransformService"
point="plugins">
<documentation>
Set of default transformation plugins for metadata extraction.
</documentation>
<plugin name="MSWordMDExtPlugin"
class="org.nuxeo.ecm.platform.metadataext.plugins.MSWordMDExtractorPlugin"
destinationMimeType="application/msword">
<sourceMimeType>application/msword</sourceMimeType>
</plugin>
</extension>

Step 2: define the transformation:

<extension
target="org.nuxeo.ecm.platform.transform.service.TransformService"
point="transformers">
<documentation>
Set of default transformation chains for metadata extraction.
</documentation>
<transformer name="MSWordMDExt"
class="org.nuxeo.ecm.platform.transform.transformer.TransformerImpl">
<plugins>
<plugin name="MSWordMDExtPlugin" />
</plugins>
</transformer>
</extension>

Step 3: define the metadata extraction specific contribution

<extension
target="org.nuxeo.ecm.platform.metadataext.services.MetaDataExtraction"
point="extractions">
<meta-data-extraction inputField="file:content"
transformationName="MSWordMDExt">
...

This last one is refering to the above defined transformation.

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Chapter 62. Unicity Service
The Unicity service sends a new Message on the JMS bus every time you upload a file already on the server.

62.1. How does it works ?


When creating or updating a file, a digest is computed using the whole file and an encoding algorithm. Next
step is an nxql query wich gets every Document with the same Digest. If such documents exist, there references
will be forwarded on JMS bus.

62.2. What you need:


The message's eventID is duplicatedFile. You need it to catch the event. The documentLocation list is available
in the info map of the CoreEvent using duplicatedDocLocation key.

62.3. Configuration
How to configure unicity extension point. TODO: needs to be made clearer.

<enabled>
Default value is false. Use true if you want to enable this service.
</enabled>
<algo>
Default encoding algorithm is sha-256. You can choose every algorithm supported by java.security.MessageDigest.
</algo>
<field>
A field is an xpath expression giving a particular field of your schema.
It's the reference of a file on the server.
The type's field must be nxs:content.
You can use as many field as you want.
</field>

62.4. Snippets
Some code to get you started.

Example 62.1. Sample unicity extension point contribution to the FileManager service.

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.filemanager.service.FileManagerService.Plugins">
<extension
target="org.nuxeo.ecm.platform.filemanager.service.FileManagerService"
point="unicity">
<unicitySettings>
<enabled>true</enabled>
<algo>sha-256</algo>
<field>content</field>
</unicitySettings>
</extension>
</component>

Example 62.2. Sample code to retrieve DocumentLocations.

public void onMessage(Message message) {


try {
Serializable obj = ((ObjectMessage) message).getObject();
if (!(obj instanceof DocumentMessage)) {

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return;
}
DocumentMessage doc = (DocumentMessage) obj;
String eventId = doc.getEventId();
if ("duplicatedFile".equals(eventId)){
Object[] documentLocations = (Object[]) doc.getEventInfo().get("duplicatedDocLocation");
for (Object documentLocation: documentLocations) {
log.debug(((DocumentLocation)documentLocation).getDocRef());
}
}
}
}

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Chapter 63. Nuxeo Mail Service

63.1. Presentation
Nuxeo mail service enables users to send and receive mail. It also makes it possible to apply a series of actions
on messages located in folders.

The service is a wrapper around JavaMail . Knowledge of this API is necessary for advance use of the service.

63.2. Basic Use

63.2.1. Configuration
Use of the mail service is done via session. You need to configure a session factory that will be able to find the
correct server parameter to connect to. Then, the session can use the mail server. The simplest scenario is to
have mails sent and received using the credential of one user (see property fetcher for more complex use).

To pass the server parameter in your extension point, use a simple properties fetcher. For a server using TLS
connection with SMTP and IMAP, a configuration could look like:
<extension target="org.nuxeo.ecm.platform.MailService"
point="sessionFactory">
<sessionFactory name="mysession" fetcherName="simple">
<properties>
<property name="mail.store.protocol">imap</property>
<property name="mail.transport.protocol">smtp</property>
<property name="mail.smtp.port">587</property>
<property name="mail.host">mail.mycompany.com</property>
<property name="mail.smtp.host">mail.mycompany.com</property>
<property name="mail.imap.starttls.enable">true</property>
<property name="mail.imap.ssl.protocols">TLS</property>
<property name="mail.smtp.ssl.protocols">TLS</property>
<property name="mail.user">mailuser@mycompany.com</property>
<property name="mail.from">mailuserd@mycompany.com</property>
<property name="mail.imap.port">143</property>
<property name="password">myuserpassword</property>
<property name="user">maiuser@mycompany.com</property>
</properties>
</sessionFactory>
</extension>

With such a configuration you can send mails using the mail service, passing the text of the mail as a String.
MailService mailService = Framework.getService(MailService.class);
mailService.sendMail("My interesting mail.", "The subject of the mail",
"mysession", new Address {internetAddress});

To process mails in mail folders, you need to create a pipe and add actions to it. Each action in the pipe will be
applied to each mail in the folder. A typical pipe will include action to set the delete flag so the mail is deleted
when the pipe exits, transforms the mail, stores it, and maybe answers it. For all those actions to communicate
with each other, you can pass objects into the context. Context is passed from action to action.

The package org.nuxeo.ecm.platform.mail.action contains a set of Action classes you can use or extend.
Note that some actions expect objects to be in the map.

A MessageAction is an action done on a message:


public interface MessageAction {
boolean execute(ExecutionContext context) throws Exception;
void reset(ExecutionContext context) throws Exception;
}

Message message = context.getMessage();


String infoFromPreviousAction = context.get("info.from.previous.action");
context.put("info.for.next.action", "don't save this message");

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If the returned value of an action is false, then the processing of this message is stopped and the next message
will be processed.

The MailBoxAction enables using those service in a simple way, a typical use would be:
MailBoxActions mba = mailService.getMailBoxActions("mySimpleFactory", "INBOX");
mba.addAction(new ConvertToDocumentModelAction());
mba.addAction(new StoreDocumentModelAction());
mba.addAction(new SendMailReplyAction());
mba.execute();

63.3. Advanced Use


The Mail Service provides access to JavaMail object for advanced use:
Store getConnectedStore(String name) throws MessagingException;
Store getConnectedStore(String name, Map<String, Object> context) throws MessagingException;
Transport getConnectedTransport(String name) throws MessagingException;
Transport getConnectedTransport(String name, Map<String, Object> context) throws MessagingException;
Session getSession(String name);
Session getSession(String name, Map<String, Object> context);

The mail service comes with a simple fetcher. The simple fetcher enables passing the configuration for the mail
server using key/value pair. If you need more complex configuration, such as having specific properties for
each user fetched from a directory, you can contribute a new fetcher using the propertiesFetcher extension
point.
<extension target="org.nuxeo.ecm.platform.MailService"
point="propertiesFetcher">
<propertiesFetcher name="simple"
class="org.nuxeo.ecm.platform.mail.fetcher.SimplePropertiesFetcher"/>
</extension>

To test your mail service, jes mail server is a simple, light weight mail server you can use locally. You can
either start it manually or use the nuxeo-platform-mail-test bundle to do it.

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Chapter 64. Imaging

64.1. Introduction
Nuxeo Platform Imaging provides picture management to Nuxeo Web Platform and RCP. It offers minor
picture transformation like rotation or resizing.

There are several Imaging addons for the Nuxeo platforms. They are listed in the following sections.

64.2. Imaging API


This addon provides a pluggable adapter for picture manipulation. It makes it possible to manipulate images
resources that are not documents (in the document type sense) themselves. Concretely, it makes it possible to
still use the Seam component that deals with images for some processings (for example rotation and resizing)
but adapted to a specific schema.

64.3. Imaging transform


This addon is where the available transformations are stored. Available transformations are rotation, resizing
and cropping for the following image types: JPEG, GIF, BMP, TIFF. PNG is sadly not supported yet.

64.4. Imaging web


This addon provides Picture and PictureBook document types as well as drag'n drop plugin, slideshows or
thumbnails.

64.5. Imaging core


This core addon provides services for common picture processing operation, metadata extraction and
mime-type detection. With this addon, one can choose the picture processing library to use through the library
selector service. Right now the available libraries are Mistral and ImageJ.

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Chapter 65. Nuxeo Preview Addon
The nuxeo-platform-preview addon provides services, transformers and adapters to generate HTML previews
from of a Nuxeo DocumentModel.

65.1. Overview
The preview addon is composed of several layers:
• UI part

Adds a Preview tab that displays the preview inside an IFRAME.

• Transformer part

The Preview addon contributes transformers that are dedicated to generating HTML out of most file
formats.

• Service and Adapters

The Preview addon includes services that allow you to define PreviewAdapters for each type of
Document. These adapters are responsible for defining how the preview will be generated:

• define the field(s) used for preview

Because a Nuxeo document contains a lot of different fields, the adapter must determine what are the
default fields used to generate the preview.

• define how preview is generated

Basically preview can be generated using some transformers or using some fields that already contains
pre-generated HTML preview

The services provided by the Preview addon let you configure the PreviewAdapter depending on your
document types and manage some cache for transformer based previews.

65.2. Installing the Preview Addon


Installing the Preview addon is fairly simple.

65.2.1. Deploy the Addon


Since Nuxeo 5.3, the nuxeo-platform-preview-5.X.jar is already deployed in the nuxeo.ear/system/
directory.

65.2.2. Configure Transformers


The preview service relies on HTML transformers that uses external tools to achieve the transformation. You
need to have them installed and configured before the preview addon will work.

The preview service comes with two HTML transformers:


• PDF2Html

This transformer generates HTML from PDF files.

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This transformer relies on the command line tool pdftohtml This tool can be found as package for most
linux distrib (for instance, included in poppler-utils in Ubuntu). This tool can also be installed on MS
Windows platform, see http://sourceforge.net/projects/pdftohtml/

Once you have installed pdftohtml on your server, you must configure Nuxeo to let him know where is
the command line tool. For this, you can use a extension point to define what is the temporary directory
to use and where is pdftohtml command.

Default settings should be ok for most Linux, but you will have to do the configuration if you use a MS
Windows box.

To do this configuration, create a file named pdftohtml-config.xml in the nuxeo.ear/config directory


<?xml version="1.0"?>
<component name="myproject.pdftohtml.config.contrib">
<extension target="org.nuxeo.ecm.platform.preview.transformers.CLTransformerPluginParameterManagerComponent"
point="cltpParameters">
<CLTranformerPluginParameters name="Pdf2HtmlParams" targetTransformerPlugin="Pdf2Html">
<parameters>
<!-- default Linux parameters
<parameter name="commandString">/usr/bin/pdftohtml</parameter>
<parameter name="tmpDir">/tmp/</parameter> -->
<!-- MS Windows parameters -->
<parameter name="commandString">C:\\Program files\\pdftohtml\\pdftohtml.exe</parameter>
<parameter name="tmpDir">C:\\Temp\\</parameter>
</parameters>
</CLTranformerPluginParameters>
</extension>
</component>

• Any2Html

This Transformer is in fact a chain using Any2pdf and PDF2html. This means you need to have PDF2html
working but also OpenOffice.org in listen mode (this is documented earlier in this book).

65.3. Extensions and Pluggability


The Preview addon provides several extension solutions.

65.3.1. Pluggable Adapters


Preview AddOn uses the standard DocumentModelAdpater system. For that it defines a HtmlPreviewAdapter
interface that must be implemented by each adapters. In order to let you choose the Adapter implementation
according to the Document type, the DocumentAdapterFactory used for the HtmlPreviewAdapter is pluggable.
This factory uses the PreviewAdapterManager service to determine what implementation of the
HtmlPreviewAdapter should be returned when you use

doc.getAdapter(HtmlPreviewAdapter.class)

Defining custom preview adapter is done via a dedicated extension point: you register a Factory for a given
DocumentType. This factory will be used to create the implementation of the HtmlPreviewAdapter from the
DocumentModel. Here is example of such a contribution:

<?xml version="1.0"?>
<component name="org.nuxeo.ecm.platform.preview.adapter.contrib">
<extension target="org.nuxeo.ecm.platform.preview.adapter.PreviewAdapterManagerComponent"
point="AdapterFactory">
<previewAdapter name="notePreviewAdapter" enabled="true">
<typeName>Note</typeName>

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<class>org.nuxeo.ecm.platform.preview.adapter.factories.NotePreviewAdapter</class>
</previewAdapter>
</extension>
</component>

This contribution defines the Adapter factory for the Note Document type. Contributed factories must
implement the PreviewAdapterFactory interface (that contains only one method!).

The implementation returned by the factory can be based on one of the 2 base classes provided inside the
addon.
• TransformerBasedHtmlPreviewAdapter

This base class provides all the build in features to create a preview adapter that uses the Transformation
Services to generate the html preview.

Default usage in Nuxeo is the generic adapter for the all the documents that contains the file schema.

• PreprocessedHtmlPreviewAdapter

This base class provides all the build in features to create a preview adapter that uses pre-processed
HTML preview that is stored inside the document.

Default usage in Nuxeo is the adapter for the Note Document type.

For most usages, you just be able to contribute a factory that create a new
PreprocessedHtmlPreviewAdapter with the good arguments.

65.3.2. Pluggable HTML Transformers


The Preview addon contributes some command line based transformers.

It also provides you with a base class AbstractCommandLineBasedTransformer that can be used to easily make
another CommandLine based Transformer.

We also provide a CLTransformerPluginParameterManager service that is used by the base class to extact the
configurable parameters.

65.4. Previews and URLs


The preview addon includes a restlet.

This restlet provides a RESTful access to the preview service. This means that you can retrieve the preview of a
document by just using a simple GET URL.

Preview URLs have this form :


http://{server}:{port}/nuxeo/restAPI/preview/{document_uuid}/{previewfield}/

where:
• document_uuid

is the the document uuid that is already present in all Nuxeo urls

• previewfield

is the xpath of the field that should be used as main file for the preview

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Depending on the underlying adapter implementation, this field may or may not be relevant. Use 'default'
to let the adapter implementation choose the right field for you.
Please note that the last / is important. As HTML preview can contain nested images, the base URL must end
with a /. The Restlet system handles a cache to avoid refetching the preview data at each call.

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Chapter 66. Nuxeo Tiling service Addon
The nuxeo-platform-imaging-tiling addon provides a service and adapters to generate picture tiles from a
DocumentModel containing a picture or from a blob.

Tiling picture is useful when you want to display in a web browser a very big image : according to the display
settings and to the zoom level, the picture tiling service will generate you the needed picture tiles.

66.1. Overview
The Tiling Service addOn is composed of several layers :
• REST API part

Provides a rest API to get the picture tiles from the server.

Depending of the URL, this API could be used to get the actual tiles (ie: picture), or to get information
about the picture and the tile grid (XML or JSON).

• Adapter part

An DocumentModelAdapter is provided to adapt the DocumentModel interface to an interface dedicated


to picture tiling.

Default adapter simply extract the blob from the DocumentModel using either the default file schema, or
using a provided xPath.

Other adapters can be provided to implement specific logic for source picture retrieval (like
multi-view-pictures) or even extract pre-computed tiles from the DB.

• Tiling Service

This service is responsible for :

• managing tiles cache

Because picture tiling can be long, this service maintains a FileSystem based cache of the input
pictures, the generated tiles, and also some temporary resources used by the tiling process.

The service also manage a configurable garbage collector to clean up this cache.

• manage PictureTilers

A PictureTiler is a Java Class that can extract a tile from a picture.

Current implementation provides ImageMagick based and Gimp based PictureTiler.

Default configuration requires ImageMagick :

• because it is faster

• because some treatments can not be done via gimp

• because setup is easier

66.2. How tiles are defined and computed


In order to define a tiling you will need to define 4 input parameters:

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• The input picture.

This input is represented by the ImageResource className in the API.

This ImageResource is usually provided via a DocumentModel adapter that will encapsulate the logic to
find the input picture and will create a DocumentImageResource.

You may also directly create a BlobResource from a simple Blob.

• The tiles width in pixel

• The tiles height in pixel

• The maximum number of tiles X/Y

This parameter represents the maximum number of tiles on the X or Y axis, that are needed to display the
complete picture.

Basically it represent the grid size you will need to display the complete image using this tiling.

As you may have noticed the zoom factor is not an input parameter. In fact it is an output parameter : the
service will compute the zoom factor that correspond to the tiling definition.

This choice may seem strange, but in most of the case, this is easier to use : you don't always know the size of
the underlying image, but you know the space you have to display the tiled image (total width/height and
number of tiles) and you know that you want to start with an image that is fully displayed.

Here is a quick explanation on how the tiling service work.

• compute needed picture size.

From the tiling grid definition, the service will compute the needed input picture size.

• find a scaled down picture if available

When the needed picture size is really smaller that the real input image, it may be interesting to generate
a scaled down image.

This will slow down the process for the computation of the first tile, but will speed up the computation of
all other tiles.

This is particularly true for format like JPEG that support to easily extract from them a smaller image.

This speed up the reading part (less bytes to read from DB/Hard Drive) and speed up the final scaling.

When scaling down the input picture is possible, the resulting image will be stored into the cache.

• select the tiler

• let the tiler do it's job

Depending on the tiler implementation, it may generate one tile at a tile (default for ImageMagick based
tiler) or 9 tiles at a time (default for gimp tiler) or all tiles (possible for gimp tiler).

This behavior is transparent for the caller since, all generated tiles are cached.

66.3. Installing the picture tiling Addon

66.3.1. Requirements

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ImageMagick 6.3.7 or later is needed : the Tiling Service uses the ImageMagick stream command that is not
available in 6.2 (associated packages are libmagick and imagemagick).

Current implementation has only be tested under Linux.

If you want to use the Gimp tiler, you will need Gimp 2.x with python extensions.

66.3.2. Deploy the addon


Since Nuxeo 5.3, the nuxeo-platform-imaging-tiling-XXX.jar is already deployed in the
nuxeo.ear/system/ directory.

66.3.3. Configuration
Configuration can be done using a extension point. Just create a file called pictures-tiles-config.xml in
nuxeo.ear/config.

Use this extension point contrib to :


• define the imagemagick command path (if default is not ok)

• define the directory that will be used for cache

• define the cachesize

• define the GC parameters


NB : default config should be ok for any linux based system where imagemagick is setup via the package
manager

Here is an example of a configuration file :


<?xml version="1.0"?>
<component name="my.projects.tiles.config">
<require>org.nuxeo.ecm.platform.pictures.tiles.default.config</require>
<extension target="org.nuxeo.ecm.platform.pictures.tiles.service.PictureTilingComponent"
point="environment">
<environment>
<parameters>
<!-- Gimp path variables -->
<parameter name="GimpExecutable">gimp</parameter>
<!-- ImageMagick path variables -->
<parameter name="IMConvert">convert</parameter>
<parameter name="IMIdentify">identify</parameter>
<parameter name="IMStream">stream</parameter>
<!-- global env variables -->
<parameter name="WorkingDirPath">/tmp/</parameter>
<!-- Max Disk cache usage in KB -->
<parameter name="MaxDiskSpaceUsageForCache">50000</parameter>
<!-- GC Interval in Minutes -->
<parameter name="GCInterval">10</parameter>
</parameters>
</environment>
</extension>
</component>

66.4. Testing the tiling service


The tiling service can be very easily tested.

66.4.1. URL and restAPI


The Rest API for the tiling service use the following url pattern :

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http://{server}/nuxeo/restAPI/getTiles/{repoId}/{docUUID}/{tWidth}/{tHeight}/{maxTiles}?format={format}&x={x}&y=

where
• {server}

is the server DNS name of IP

• {repoId}

is the id of the core repository that is used (use default if you don't know what it is).

• {docUUI}

The uuid of the document that contains the image. If you use the default adapter, this document must use
the fileschema and contain an image.

• {tWidth}

the width in pixel of the tiles.

• {tHeight}

the height in pixel of the tiles.

• {maxTiles}

maximum number of tiles X/Y for the full image

• {format}

the format of the tile information (JSON/XML)

this is used only if x and y are not supplied

• {x}

x of the tile to be generated (starting from 0)

• {y}

y of the tile to be generated (starting from 0)

Here are some examples :


http://server/nuxeo/restAPI/getTiles/default/950b0d27-2ca4-43e4-bb12-598ad6d64e86/200/150/2

Will send you the tiling information in XML for the picture contained in the doc
950b0d27-2ca4-43e4-bb12-598ad6d64e86 with a tile size of 200x150x2.
http://server/nuxeo/restAPI/getTiles/default/950b0d27-2ca4-43e4-bb12-598ad6d64e86/200/150/2?format=JSON

Will send you the tiling information in JSON for the picture contained in the doc
950b0d27-2ca4-43e4-bb12-598ad6d64e86 with a tile size of 200x150x2.
http://server/nuxeo/restAPI/getTiles/default/950b0d27-2ca4-43e4-bb12-598ad6d64e86/200/150/2?x=1&y=1

Will send you the tile (1,1) for the picture contained in the doc 950b0d27-2ca4-43e4-bb12-598ad6d64e86 with
a tile size of 200x150x2.

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66.4.2. simple test client


The RestAPI provide a very basic test client. This test client was used during the development : this client is not
pretty, not IE compliant, not dummy user proof.

You can access this test client via the rest API, just add the test=true to the URL.
http://server/nuxeo/restAPI/getTiles/default/950b0d27-2ca4-43e4-bb12-598ad6d64e86/200/150/2?test=true

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Chapter 67. Nuxeo DocumentLink Addon
The nuxeo-platform-documentLink addon provides services, and adapters to handle "application level"
proxies pointing to DocumentModels.

67.1. Overview
There are several use cases that require having the same document available from several places. Typical use
cases include publication (same document visible in multiple sections), personal workspaces (user want to have
some document into his workspace without copying them) ... Nuxeo Core provides a build-in feature called
Proxies that can be used in most cases. The current limitations of proxy system in Nuxeo Core 1.4.x include :
• A proxy can only point to a checked-in DocumentModel (ie : a version)

• A proxy is always totally equivalent to the target DocumentModel (ie : same schemas and field values)
DocumentLink provides a proxy system implementation on top of the Core using the DocumentModel adapter
system. DocumentLink extends the Core proxy system to provide some additional features :
• A DocumentLink can point to a checked-in or checked-out DocumentModel

• A DocumentLink can have it's own schemas and fields.

• A DocumentLink can mask some of the schemas/fields of the target DocumentModel


As an example, if you have a DocumentModel DocA with title "Document A" and description "description A",
you can create a DocumentLink DLA that will point to DocA and have title "DocLink A" but will always return
the description contained in DocA.

67.2. How does it work


The DocumentLink system uses DocumentModelAdapter to adapt the default DocumentModel implementation
to a specific implementation that handles the logic for dispatching attributes access across the DocumentLink
and the target Document.

The DocumentLink adapter (DocumentLinkAdapter)implements the DocumentModel interface and will by


default have the felowing behavior :
• get internal DocumentModel value if the target schema/field is available.

• return the value stored inside the target DocumentModel otherwise.

The reference of the target DocumentModel is stored in a dedicated schemas (named documentLink).

This specific schema contains :


• target DocumentRef

• target DocumentRepository

• list of schema that will never be masked by the DocumentLink

This means that for this schema the DocumentLink will always return the values stored in the target
DocumentModel even if the DocumentLink it self has these schemas.

• list of fields xPaths that will never be masked by the DocumentLink

The DocumentLink package also provides a indexing wrapper that will be used during indexing. This allows
the DocumentLink to be indexed as expected.

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67.3. DocumentLink and Repository


In implementation projects using DocumentLink, we usually don't really care to know where the real (target)
DocumentModel will be stored, because the user will probably always manipulate the DocumentModel through
DocumentLinks.

In a way, it means that the real DocumentModels are "somewhere is space" and the user navigate via a
hierarchy of DocumentLinks.

For that purpose, the documentLink package provide a DocRepository service that will manage the storage of
the real DocumentModel.

"Real DocumentModel" won't be stored "in space" but in a hidden folder structure that will dispatch the
DocumentModels in a hidden tree.

The repository storage is pluggable so you can define :


• the sub directory tree structure

• how rights are set

67.4. Using DocumentLink


In order to use DocumentLink feature you need to install the nuxeo-platform-documenntlink packages into
your nuxeo. For that, just copy the jars into nuxeo.ear/plugins and restart your server.

On a stock Nuxeo EP, documentLink won't give you much visible features : it provides some new API, but
since the default Web Application does not use it, it won't be really useful. The DocumentLink Addon must be
considered as a new API.

One of the DocumentLink package is dedicated to unit tests (nuxeo-platform-documentlink-tests), it can be


used as a good sample of code for using all DocumentLink APIs.

Nevertheless, here are some simple examples :

67.4.1. Using the adapter


The DocumentLinkAdapter is available on any DocumentModel that has the DocumentLink Schema. Using the
adapter you can define the target DocumentModel and the masked schemas, but you can also have a full access
to the DocumentModel API .
String startPath="/default-domain/ws1";
// create a simple DocumentModel
DocumentModel doc = coreSession.createDocumentModel(startPath, "file", "File");
doc.setProperty("dublincore", "title", "MyDoc");
doc.setProperty("dublincore", "coverage", "MyDocCoverage");
doc = coreSession.createDocument(doc);
// create a DocumentModel with the DocumentLink type
DocumentModel link = coreSession.createDocumentModel(startPath, "link","DocumentLink");
link.setProperty("dublincore", "title", "MyLinkToDoc");
link = coreSession.createDocument(link);

// get the DocumentLinkAdapter


DocumentLinkAdapter adaptedLink = link.getAdapter(DocumentLinkAdapter.class);
// set the target DocumentModel
adaptedLink.setTargetDocument(doc);
// check property access
// check property accessor pass-throught
String cover1 = (String) link.getProperty("dublincore", "coverage");
String cover2 = (String) adaptedLink.getProperty("dublincore","coverage");
assertNotNull(cover2);
assertEquals("MyDocCoverage", cover2);

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// check automatic override (title)


String title0 = (String) doc.getProperty("dublincore", "title");
String title1 = (String) link.getProperty("dublincore", "title");
String title2 = (String) adaptedLink.getProperty("dublincore", "title");
// adapter and documentModel direct Access return the same value
assertEquals(title1, title2);
// DocumentLink do not return the title of the target since it's overridden
assertFalse(title1.equals(title0));

67.4.2. Using the DocRepository


DocumentLink provides static helpers to help you create DocumentLinks and use the DocRepository.
DocumentModel dm = coreSession.createDocumentModel("File");
dm.setProperty("dublincore", "title", "testme");
// create a new DocumentLink of type DocumentLink
// create it in / path
// make it point to the dm DocumentModel that will be stored somewhere in the DocRepository
DocumentLinkAdapter adaptedLink = DocumentLinkHelper
.createDocumentInCentralRepository(coreSession, dm, "/",
"DocumentLink");
coreSession.save();
// get the create target DocumentModel
DocumentModel targetDoc = adaptedLink.getTargetDocument();
// get the Repository
DocRepository repo = DocRepositoryHelper.getDocumentRepository(coreSession);
// get all the DocumentLinks
DocumentModelList proxies = repo.getProxiesForDocument(targetDoc.getRef());
assertTrue(proxies.size()==1);
// create a second DocumentLink pointing to the same target
DocumentLinkAdapter secondLink=DocumentLinkHelper.createDocumentLink(targetDoc, "/");
coreSession.save();
// get all the DocumentLinks
proxies = repo.getProxiesForDocument(targetDoc.getRef());
assertTrue(proxies.size()==2);

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Chapter 68. Nuxeo Search Center
This chapter presents the architecture of the nuxeo-searchcenter GWT client to the Search Service (new in
Nuxeo 5.2).

68.1. Overview
The Nuxeo Search Center is a standalone GWT application that can be deployed on a Webengine site in order
to provide an AJAX interface to perform queries on the document repository.

TODO: add a screenshot here

68.2. Installing and testing the search center

68.2.1. Building from source


First of all, Nuxeo Search Center depends on nuxeo-gwt modules, so the first thing to do is to build and install
the nuxeo-gwt projects.

hg clone https://hg.nuxeo.org/nuxeo/nuxeo-gwt
cd nuxeo-gwt
mvn clean install

Then you need the Nuxeo Search Center projects.

hg clone https://hg.nuxeo.org/nuxeo-searchcenter
cd nuxeo-searchcenter
mvn clean install

68.2.2. Deploying on a Nuxeo server


To get the Nuxeo Search Center working on Nuxeo, only those 3 jars are needed:

• nuxeo-gwt-server-5.2-xxx.jar

• nuxeo-searchcenter-gwt-app-5.2-xxx.jar

• nuxeo-searchcenter-service-5.2-xxx.jar

To deploy it, drop these 3 jars:

• in nuxeo.ear/plugins on JBoss.

• in bundles on Webengine standalone (Jetty).

Restart your server, and you can access Nuxeo Search Center at the following urls:

• http://localhost:8080/nuxeo/site/searchcenter on JBoss.

• http://localhost:8080/searchcenter on Webengine standalone (Jetty).

The Nuxeo Search Center application is also listed with the others Webengine applications at

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http://localhost:8080/nuxeo/site or http://localhost:8080/.

68.2.3. Using the Search Center


TODO: go to http://localhost:8080/site/ and ... .

68.2.3.1. Save/Load FilterSet

The current search can be saved from the graphical interface. It will send the current FilterSet, which contains
all the FilterWidgets descriptions and their values, to the SearchCenterService. The FilterSet is saved as a
DocumentModel on the user personnal Workspace (cf. nuxeo-platform-userworkspace add-on).

A ComboBox lists all the available FilterSets : the contributed ones and the saved ones which the current user
can access. When a FilterSet is selected and the load button pressed, the list of FilterWidgets is rebuild, their
default values are setted and the query is regenerated and executed.

68.2.3.2. TODO

TODO: Explain how to customize the list of available filter widgets (from the user interface).

68.3. How does it work


The Nuxeo Search Center application is composed of 3 different parts.

68.3.1. The GWT client


The UI part is built upon Google Web Toolkit, and particularly with SmartGWT

The client part lies in the nuxeo-searchcenter-gwt-app project.

68.3.2. The JAX-RS server


The JAX-RS part of Nuxeo Search Center lies in the class SearchCenterModule located in
nuxeo-searchcenter-gwt-app/src/main/java/org/nuxeo/ecm/searchcenter/module.

Here are the main methods, defined in SearchCenterModule, used by Nuxeo Search Center:
• getVocabulary, used to get the values list of a given simple vocabulary. It returns the list in a JSON
format understandable by the SmartGWT widgets.

• getHierarchicalVocabulary, used to get the values list of a given hierarchical vocabulary. It returns the
list in a JSON format understandable by the SmartGWT widgets.

• execQuery, used to create the Query from the list of filtering values, and execute it by calling the
SearchCenterService. It returns a document list in a JSON format understandable by the SmartGWT
widgets.

• getFilterSet, used to get a FilterSet by its name or id. It returns a FilterSet description in a JSON
format used to build the different widgets.

• getFilterSets, used to get all the available FilterSets. It returns a list of FilterSet descriptions in a
JSON format used to fill the FilterSet load ComboBox.

• saveFilterSet, used to save the current search. It takes in parameter the JSON representation of the
current FilterSet.

68.3.3. The SearchCenterService

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The SearchCenterService is defined in the project nuxeo-searchcenter-service. Its purpose is to manage the
FilterSets and FilterWidgets and generate and execute the QueryModel from the values entered by the user.

A helper class (SearchCenterHelper) is used to call the service methods and serialize the results in JSON
format. This helper is called by some of the JAX-RS methods like execQuery and getFilterSet.

68.4. How to customize the list of available filters

68.4.1. FilterWidgets
To register a FilterWidget, you need to write a contribution with an extension to the SearchCenterService like :
<extension target="org.nuxeo.ecm.searchcenter.service.SearchCenterService" point="filterWidget">
<filterWidget
name="dc_subjects"
index="dc:subjects"
title="Subjects"
type="hierarchicalVocabulary"
vocabulary="topic" />
</extension>

• The name attribute specifies a unique name for the FilterWidget. This name is used in FilterSet
registrations.

• The index attribute specifies the field in the associated where clause of the query.

• The title attribute specifies the displayed title in the UI.

• The type attribute specifies the type of the widget. The available widget types are :

• string

• date

• vocabulary

• hierarchicalVocabulary

• The maxValues attribute is optional and specifies the number of maximum values the user can enter.

• The operator attribute is optional and specifies the operator used in the corresponding where clause of
the generated QueryModel. Default operator depends of the widget type :

• string : if maxValues == 1, default operator is = else it is IN

• date : default operator is BETWEEN

• vocabulary and hierarchicalVocabulary : default operator is IN

• The vocabulary attribute is only used by widgets of type vocabulary and hierarchicalVocabulary. It
specifies the vocabulary which the values of the widgets are fetched from.

68.4.2. FilterSets
To register a FilterSet, you need to write a contribution with an extension to the SearchCenterService like :
<extension target="org.nuxeo.ecm.searchcenter.service.SearchCenterService" point="filterSet">
<filterSet name="myFilterSet" title="My FilterSet" enabled="true">
<filterSetItem widgetName="dc_creator" />
<filterSetItem widgetName="dc_modified" />
</filterSet>
<fixedPart>ecm:primaryType != 'FilterSet' AND ecm:isCheckedInVersion = 0</fixedPart>
</extension>

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• The name attribute specifies a unique name for the FilterSet.

• The title attribute specifies a display title for the FilterSet.

• The enabled attribute is optional and allows to disable the FilterSet if set to false. Default value is true.

• The filterSetItem tags designate the list of FilterWidgets the FilterSet contains.

• The widgetName attribute refers to a FilterWidget name.

• The hidden optional attribute allows to hide the specified widget. Default value is false.

• The fixedPart tag can be used to add a fixed part to the generated where clause of the query.

68.5. How to build new GWT filter widgets

68.5.1. Setting up a GWT eclipse development environment


Inside the nuxeo-searchcenter directory, first run

mvn eclipse:eclipse

to setup the required files needed by eclipse to import the projects, then import the 2 projects in your
workspace.

The simplest way to run and debug Nuxeo Search Center while developing is to use the GWT hosted mode.
• Deploy Nuxeo Search Center on either JBoss or Jetty, and start the server.

• inside the nuxeo-searchcenter-gwt-app, execute:


mvn gwt:eclipse

This will create an Eclipse launcher, org.nuxeo.ecm.searchcenter.gwt.SearchCenter.launch.

• add -noserver to the arguments list of the new configuration.

Finally, run the configuration. After the connection was refused to http://localhost:8888, just put the url of
the deployed Nuxeo Search Center: http://localhost:8080/nuxeo/site/searchcenter for JBoss, or
http://localhost:8080/searchcenter for Jetty.

In order to write your own JAX-RS components in Groovy you might want to also install the Groovy eclipse
plugin from the following update site: http://dist.codehaus.org/groovy/distributions/update/ although
you can also write them in plain old Java too.

68.5.2. Existing filter widgets


There are 4 filter widgets bundled with Nuxeo Search Center:

• StringFilterWidget: filter documents through arbitrary text entered by the user.

• DateFilterWidget: filter documents via a Date interval

• VocabularyFilterWidget: filter documents by selecting one or more value(s) among the configured
simple vocabulary values.

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• HierarchicalVocabularyFilterWidget: filter documents by selecting one or more value(s) among the


configured hierarchical vocabulary values.

Each widget instance is bound to a field in the Nuxeo documents. For instance, a String Filter Widget can be
bound to the ecm:fulltext field, and a Date Filter Widget to the dc:created field.

These 4 widgets all extend VLayoutFilterWidget abstract class. This class is a convenient base class for the
filter widgets you will develop. The VLayoutFilterWidget class provides:
• a defaut layout for the widget composed of a title, a display list of the selected values and a form used to
add new values.

TODO: screenshot of a simple filter widget.

• useful methods to add or remove filtering values with their associated rows in the display list.

• a method refreshFilterSet which updates the current FilterSet and asks the application to refresh the
documents list.

Your new filter widget class can extend VLayoutFilterWidget but it is not required. The only requirement is
that your class extends FilterWidget so that it can be used by the different FilterView of the application.

The widgets are all built upon JSON Objects which contain at least the following attributes: type, name, title,
hidden, all setted from the registered values in the FilterWidget and FilterSet definition.

Each widget extending VLayoutFilterWidgetcan be configured to accept a maximum number of values


through the maxValues parameter.

68.5.3. TODO: layout and extension points


TODO

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Part VIII. Annexes

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Appendix A. Frequently Asked Questions
A.1. Deployment and Operations
Nuxeo supports and certifies the following hardware and software:

Hardware:
• Intel/AMD 32-bit & 64-bit

• SPARC 32-bit & 64-bit

Operating Systems:
• RedHat 3.x, 4.x, 5.x

• Debian 4.0, Ubuntu Server 6.06 LTS and 7.04

• Solaris 10

• Windows Server 2003

• MacOS X 10.4.x

RDBMS:
• PostgreSQL 8.x

• MySQL 5.x

• Oracle Database 9i, Oracle Database 10g

Java Runtime Environment (JRE):


• Java 5 aka 1.5.0 (update 11 recommended)

• Java 6 aka 1.6.0 (update 11 recommended)

Java EE application servers:


• JBoss AS 4.0.4 GA and 4.0.5 GA

• JBoss AS 4.2.0 GA (in progress)

• Glassfish v2 (in progress)

• BEA WebLogic 10 (in progress)

The most used configuration is JBoss AS 4.0.4 GA using JRE 1.5.0_11 on RedHat AS 4.x running on Intel x86
hardware.

Intel-based hardware (bi-Dual Core, Quad Core or bi-Quad Core), 4GB of RAM. The required disk space only
depends on the data volume to store (raw requirements to be secure: size of files to manage * 2).

Each release (major and minor) is delivered with an upgrade procedure, new features list, improvements list,
fixed bugs list and known bugs/limitations list. Moreover the issue tracker is public (it allows everybody to see
the status of the software, known/ongoing bugs and issues, features/improvement roadmap, etc.).

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An installation guide is available. Upgrade procedures are delivered along each release.

An administration guide is available and updated with each release.

A User Guide is delivered with each release.

A developer guide is delivered and constantly improved.

The reference manual assembles all the documentation available for users, developers, operation teams, etc.

Nuxeo provides several other documents/resources such as the API (Javadoc), some tutorials, specific
Archetypes for Maven 2 (useful to quickly bootstrap new plugins / projects), etc.

The documentation is available in the English language. Translation to French, Spanish, German and Italian are
supported/provided by the community (if you require a specific language, you can order it from Nuxeo).

The documentation of included software are either included in the reference documentation if it's useful for
common operations, either linked if not. All the documentation of Nuxeo EP and bundled software packages is
freely available.

Yearly major release and quarterly minor release. The high-level roadmap is published by Nuxeo and updated
frequently. Detailed roadmap is available from the issue tracker (all details are available on each issue such as
comments, status, votes, related commit in the SCM, etc.).

See installation procedure. XXX Add link.

The "Administration and Operation Guide" describes available monitoring points. In short, Nuxeo EP offers a
set of JMX services to monitor all critical points of the application (standard Java EE applications monitoring
system). Moreover, logs can be broadcasted using log4j capabilities (SNMP, email, etc.). Both should be usable
by all major monitoring software.

Nuxeo EP is fully based on Java EE 5 and supports related clustering and HA features. JBoss Clustering is the
recommended clustering and HA solution for Nuxeo EP's services. Nuxeo EP services can be configured for
performance clustering and/or HA clustering (depending on the capabilities and requirements of each service).

This is possible through configuration of the application server (ex: JBoss AS / Tomcat). Nuxeo EP relies on
the application server for all the network configuration.

Nuxeo EP entirely depends on the Java EE application server for all network related configuration. It is not
bind in any way to the physical network configuration of the server. Hence it is possible to change the
hostname of the server and restart the machine without causing any problem to Nuxeo EP.

Fail-over relies on JBoss Clustering for Nuxeo EP services. Here is the HA system used for each category of
services:
• Nuxeo Core (Content Repository): HA clustering only. It relies on the native RDMBS replication system
(Oracle RAC or PostgreSQL replication solutions). Data integrity has to be trustable and enforced.

• Nuxeo Search (Search Engine): HA and performance clustering. It can use a shared filesystem (if indexes
are stored on the filesystem) or can rely on the RDMBS replication solution. If data integrity is corrupt, a
reindexing of the content is be sufficient to restore it.

• EJB3-based Services: HA and performance clustering. Use native EJB3 clustering and load-balancing
from JBoss Clustering. Services using data persistence rely on RDMBS replication (for HA) that needs
to be trustable and enforced.

• Web Client/App: can use HA and performance clustering (using JBoss Clustering). Does not need data
sync.

To achieve the highest level of data integrity, Nuxeo recommends storing binary files as BLOBs directly in the
database (hence use a RDBMS offering optimized BLOBs storage (such as Oracle or PostgreSQL). Using this
mechanism, Nuxeo EP can store all its data into the RDBMS (including request/search engine indexes) and

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relies on it to enforce data integrity. Moreover, Nuxeo EP is fully transactional and relies on JTA (+ XA) for
transaction management (that enforce data integrity across data sources).

Nuxeo EP has been designed to completely rely on RDBMS data integrity (that can be considered trustable
nowadays). One can use RDBMS tools to check data integrity/consistency and data failure if any. If the data
model is corrupted, Nuxeo EP warns about it when the repository starts. Indexes (from Nuxeo Search) can be
verified and easily be rebuilt by reindexing the content if any problem occurs.

The maximal impact is service downtime and data restoration from backups. Data integrity errors are reported
in the logs and can then be sent via email notifications, SNMP and any log4j capabilities.

Nuxeo EP offers an applicative data import/export service (using XML serialization of documents) that can be
used as an incremental backup/restore system. For an efficient backup system, Nuxeo recommends using native
RDBMS tools (that can offer incremental backups, snapshots, hot restore, etc.).

The restoration speed is the native database write performances. We do not have more statistics yet (but should
be available by July 2007, benchmark are in progress on this point).

When all datasources for storage are using the same database (the recommended setup), the RDBMS can
achieve a consistent backup (usually at low cost for the user service). Restore can only be launched when the
system is stopped.

Content object restore can be done using the import/export service. Here is the procedure to achieve this:
1. Get IDs of content object to restore using, for example, the audit service/log (ex: get all DocIds from
"CreateObject" log entries for a particular user).

2. Get those document from a backup (done via the export service) and copy them in a directory (the
standard export format use one directory per content object which is easing a lot this operation).

3. Use a command line import/export client to (re-)import document in this directory.

4. You're done.

RDBMS backup can be handled as usual using legacy backup scripts for this RDBMS. Applicative backups can
be launched using the import/export client CLI. There is not supported scripts at the moment (but they could
easily be written).

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Appendix B. Detailed Development
Software Installation Instructions
This chapter is provided to help you install the software needed to work on your Nuxeo projects.

[TODO: refactor this chapter as in many cases, the packages may be installed using some package management
system (for instance on Mac OS: port install apache-ant maven2).]

B.1. Installing Java


Nuxeo EP uses the latest generation of Java technologies and thus requires a Java 5 or 6 VM such as the
reference implementation by Sun (the OpenJDK VM is not yet supported).

You may already have the right Java development kit install can enter in the command line:

javac -version

. This should return something like:


javac "1.5.0_10"

If the java version is 1.5.x or 1.6.x, you can skip the "Installing java" section.

Note
Java 5 is also sometimes called Java 1.5 or 1.5.0.

B.1.1. Using the Sun Java Development Kit (Windows and linux)
Sun Microsystems provides freely downloadable version of the Java Development Kit (JDK), that is needed to
compile the Nuxeo platform.

For the purpose of Nuxeo development, you should download the latest release of the JDK 5 or 6 from
http://java.sun.com/javase/downloads/index.jsp

B.1.2. Using a package management systems (Linux)


Some Linux distributions now include Java 5 in their official repositories.

For instance with Ubuntu (Edgy and later):


• enable "multiverse" (2 lines to uncomment) in your /etc/apt/sources.list

• update your package indexes:


$ sudo apt-get update

• install the full Java 6 stack (probably not all is necessary):


$ sudo apt-get install "sun-java6-*"

• ensure Java 6 is now the default JVM on your system (instead of gcj and friends by default):
$ sudo update-alternatives --set java /usr/lib/jvm/java-6-sun/jre/bin/java

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(TODO: add similar instructions for Fedora Core and Debian)

B.1.3. Manual installation (Linux)


You can also manually install Java by following the instructions of this page:
http://www.java.com/en/download/linux_manual.jsp

B.1.4. Setting up JAVA_HOME (Windows, Linux, Mac OS)


This will be required by tools such as Maven (see later).

B.1.4.1. Windows

Follow these instructions:


• type 'windows' +'pause'

• click on advanced tab

• click on "environment variables" (at the bottom)

• click on new and enter "JAVA_HOME" for variable name and "C:\Program Files\Java\jdk1.5.0_10"
(adapt to your own JDK install)

• don't forget to click on ok to close the environment variables window.

B.1.4.2. Linux

In your .bashrc (or .zshrc, ...) add something like:


export JAVA_HOME=/usr/lib/jvm/java-1.5.0-sun

B.1.4.3. Mac OS

Under Mac OS X, if you have properly installed a JDK (XXX: check how), you will need to put in your your
.bashrc (or .zshrc, ...) add something like:

export JAVA_HOME=/Library/Java/Home

B.2. Installing Ant


Ant will be used for building process. If you didn't set it up already on your computer, you can download it
here.

Then need to have Ant setup and on your PATH environment variable.

For linux:

Add something like the following in your .bashrc:

export PATH=/opt/apache-ant-1.7.1/bin:$PATH

For Windows:

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• type 'windows' +'pause'

• click on advanced tab

• click on "environment variables" (at the bottom)

• click on path variable and click modify

• add something like this at the end of the PATH definition: ;c:\program files\apache-ant-1.7.1\bin

• don't forget to click on OK to close the environment variables window.


You can then check that your installation is correct by typing:
ant -version

B.3. Installing Maven

B.3.1. What is Maven?


Quoting the Wikipedia entry for Maven:

Maven is a software tool for Java programming language project management and automated
software build. It is similar in functionality to the Apache Ant tool, but has a simpler build
configuration model, based on an XML format. Maven is hosted by the Apache Software
Foundation, where it was formerly part of the Jakarta Project.

Maven uses a construct known as a Project Object Model (POM) to describe the software
project being built, its dependencies on other external modules and components, and the build
order. It comes with pre-defined targets for performing certain well defined tasks such as
compilation of code and its packaging.

A key feature of Maven is that it is network-ready. The core engine can dynamically download
plugins from a repository, the same repository that provides access to many versions of
different Open Source Java projects, from Apache and other organizations and developers. This
repository and its reorganized successor the Maven 2 repository are the de facto distribution
mechanism for Java applications. Maven provides built in support not just for retrieving files
from this repository, but to upload artifacts at the end of the build. A local cache of
downloaded artifacts acts as the primary means of synchronizing the output of projects on a
local system.

Nuxeo is now fully "maven managed".

Nuxeo holds a Maven repository here: http://maven.nuxeo.org/.

B.3.2. Installing Maven


You should then install Maven 2 on your development box by downloading the latest tarball from
http://maven.apache.org/download.html and then untar the archive in /opt (for instance).

We recommend that you use one of the following versions of Maven: 2.0.9, 2.0.10, 2.2.1.

As usual, you have to put the mvn executable into the path of your environment (cf. Ant)

Then add the bin/ subdir in your PATH by adding something like the following in your .bashrc:
export PATH=/opt/maven-2.0.9/bin:$PATH

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In a new shell you can then test:


$ mvn --version
Maven version: 2.0.9

B.4. Installing JBoss AS

B.4.1. JBoss documentation


Nuxeo README included into JBoss distribution.

Original JBoss README.

B.4.2. Enable EJB3 support


Nuxeo EP default target is the JBoss application server with EJB3 support enabled. To enable the EJB3
support, you should install JBoss with the latest version of the JEMS installer:
$ sudo java -jar jems-installer-1.2.0.GA.jar

While executing the installation wizard, you must select ejb3 install. You can leave all other parameters to their
default values.

You would get PermGenSpace errors if you run JBoss without this configuration:
• Linux:

Edit /opt/jboss/bin/run.conf and add the following line at the end of the file
JAVA_OPTS="$JAVA_OPTS -XX:MaxPermSize=128m"

Restart JBoss.

• Windows:

Edit $JBOSS/bin/run.bat and add the following line after the line : set JAVA_OPTS=%JAVA_OPTS%
-Dprogram.name=%PROGNAME%

set JAVA_OPTS=%JAVA_OPTS% -XX:MaxPermSize=128m

Restart JBoss.

B.4.3. JBoss AS listening ports customization


The common task for JBoss users is making it to communicate over a single HTTP server. This is quite useful
for network administration, making it easier to go through firewalls. This section describes the necessary steps
to make JBoss communicate primarily over HTTP.

B.4.3.1. Tomcat Web server

JBoss is shipped with built-in Tomcat web server. This server is configured in
'deploy/jbossweb-tomcat55.sar/server.xml' By default only two connectors are enabled: HTTP connector (port
8080) and AJP connector (port 8009). Generally speaking you need only one of them. The former connector is
needed if standalone HTTP server built in JBoss is used. You may want to configure it to listen the default
HTTP port 80. The latter connector is needed only if you want to couple JBoss server with external web server

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like Apache, in this case it is reasonable, for security issues to change the binding address to 'localhost' (of
course if Apache runs on the same host).

B.4.3.2. HTTP invoker web application

The JBoss default configuration deploys a special service that can be used to expose different JBoss services in
the HTTP server. It is located in 'deploy/http-invoker.sar'. The configuration file
'deploy/http-invoker.sar/META-INF/jboss-service.xml' may be tweaked to tune the AS to specific needs. By
default the service provides HTTP invoker MBean for EJB ('jboss:service=invoker,type=http') and two HTTP
proxy MBeans that marshal the requests to the Naming service MBean
('jboss:service=invoker,type=http,target=Naming' and
'jboss:service=invoker,type=http,target=Naming,readonly=true'). If you need to provide HTTP interface to
another MBeans, you also may specify the proxy services in
'deploy\http-invoker.sar\META-INF\jboss-service.xml'. For instance the SRP service for JBoss authentication
may be exposed here.

The service also deploys web application 'deploy/http-invoker.sar/invoker.war', that configures the servlets that
convert HTTP requests into invocation of MBeans/EJB methods. If you add HTTP proxies to MBeans, you
may need to add servlets that handle the corresponding URI.

Important note. If HTTPS protocol is used the configuration should not use the default host name because the
virtual host name used in the URL (say 'www.nuxeo.org') and exposed in SSL certificates usually differs from
the computer name where JBoss is running. To accomplish this get rid of the following attributes:
InvokerURLPrefix, InvokerURLSuffix, UseHostName, replacing them with a single InvokerURL attribute, like
this:
<mbean code="org.jboss.invocation.http.server.HttpProxyFactory"
name="jboss:service=invoker,type=https,target=Naming">
<!-- Compose the invoker URL from the cluster node address -->
<attribute name="InvokerURL">
https://www.nuxeo.org/invoker/JMXInvokerServlet
</attribute>
<attribute name="ExportedInterface">
org.jnp.interfaces.Naming
</attribute>
<attribute name="JndiName"></attribute>
<attribute name="ClientInterceptors">
<interceptors>
<interceptor>org.jboss.proxy.ClientMethodInterceptor</interceptor>
<interceptor>org.jboss.proxy.SecurityInterceptor</interceptor>
<interceptor>org.jboss.naming.interceptors.ExceptionInterceptor</interceptor>
<interceptor>org.jboss.invocation.InvokerInterceptor</interceptor>
</interceptors>
</attribute>
<depends>jboss:service=invoker,type=https</depends>
</mbean>
<!-- The rest MBeans should also use InvokerURL attribute only,
make sure you specify the right host name
-->

B.4.3.3. JNDI service

This is the core service of JBoss and should never be disabled. Nevertheless this service does not need own
listening port (1099,1098), so just change the '1099' to '-1':
<mbean code="org.jboss.naming.NamingService"
name="jboss:service=Naming"
xmbean-dd="resource:xmdesc/NamingService-xmbean.xml">
<!-- The call by value mode. true if all lookups are unmarshalled using
the caller's TCL, false if in VM lookups return the value by reference.
-->
<attribute name="CallByValue">false</attribute>
<!-- The listening port for the bootstrap JNP service. Set this to -1
to run the NamingService without the JNP invoker listening port.
-->
<attribute name="Port">-1</attribute>
<!-- The bootstrap JNP server bind address. This also sets the default
RMI service bind address. Empty == all addresses, use localhost to hide this from
network
-->
<attribute name="BindAddress">localhost</attribute>
<!-- The port of the RMI naming service, 0 == anonymous, you cannot use -1 here -->
<attribute name="RmiPort">1098</attribute>
<!-- The RMI service bind address. Empty == all addresses, use localhost to hide this from
network

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-->
<attribute name="RmiBindAddress">localhost</attribute>
<!-- The thread pool service used to control the bootstrap lookups -->
<depends optional-attribute-name="LookupPool"
proxy-type="attribute">jboss.system:service=ThreadPool</depends>
</mbean>

B.4.3.4. Default JBoss EJB invokers

You may deinstall the JRMP and Pooled invokers completely. Just comment out the MBeans that provide the
corresponding services in 'conf/jboss-service.xml'.

Important note. The JBoss specifies the invokers for EJB in 'conf/standardjboss.xml' file. The default is
'jboss:service=invoker,type=jrmp' invoker. To change it to HTTP invoker you need to add invoker bindings for
all EJB types deployed in your applications. Generally it means you need to copy all "*-rmi-invoker" bindings
into "*-http-invoker" bindings, replacing
"<invoker-mbean>jboss:service=invoker,type=jrmp</invoker-mbean>" with
"<invoker-mbean>jboss:service=invoker,type=http</invoker-mbean>" for the new bindings. Also you will
need to make the HTTP invoker default for all EJB container configurations replacing
"<invoker-proxy-binding-name>*-rmi-invoker</invoker-proxy-binding-name>" with
"<invoker-proxy-binding-name>*-http-invoker</invoker-proxy-binding-name>" correspondingly.

The easiest (but probably not the right) way for JBoss 4.0.x is to replace the string
'jboss:service=invoker,type=jrmp' with 'jboss:service=invoker,type=http' in this file by any text editor. It may
be not correct if you want to mix both invokers for your EJBs.

B.4.3.5. JBoss EJB3 invoker

The EJB3 invoker which is specified in 'deploy/ejb3.deployer/META-INF/jboss-service.xml' uses JBoss


remoting mechanism. By default it is bound to socket with a connector listening TCP/IP port 3873. This should
be changed to the servlet locator:
<mbean code="org.jboss.remoting.transport.Connector"
name="jboss.remoting:type=Connector,name=DefaultEjb3Connector,handler=ejb3">
<depends>jboss.aop:service=AspectDeployer</depends>
<attribute name="InvokerLocator">
servlet://${jboss.bind.address}/invoker/Ejb3InvokerServlet
</attribute>
<attribute name="Configuration">
<handlers>
<handler subsystem="AOP">org.jboss.aspects.remoting.AOPRemotingInvocationHandler</handler>
</handlers>
</attribute>
</mbean>

The corresponding servlet should be added to invoker web application descriptor


('http-invoker.sar/invoker.war/WEB-INF/web.xml'):
<servlet>
<servlet-name>Ejb3InvokerServlet</servlet-name>
<description>
The ServerInvokerServlet receives requests via HTTP protocol
from within a web container and passes it onto the
ServletServerInvoker for processing.
</description>
<servlet-class>
org.jboss.remoting.transport.servlet.web.ServerInvokerServlet
</servlet-class>
<init-param>
<param-name>locatorUrl</param-name>
<param-value>
servlet://${jboss.bind.address}/invoker/Ejb3InvokerServlet
</param-value>
<description>
The servlet server invoker locator url
</description>
</init-param>
<load-on-startup>1</load-on-startup>
</servlet>
<servlet-mapping>
<servlet-name>Ejb3InvokerServlet</servlet-name>
<url-pattern>/Ejb3InvokerServlet/*</url-pattern>
</servlet-mapping>

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B.4.4. Affected JBoss services


As JRMP invoker is used in many other JBoss services, so it should be replaced. The affected MBeans are
"jboss:service=ClientUserTransaction" (conf/jboss-service.xml),
"jboss.jmx:type=adaptor,name=Invoker,protocol=jrmp,service=proxyFactory".

B.4.4.1. Client User Transaction

The Client User Transaction service depends on two JRMP Proxy Factories described in the nested MBeans.
Every JRMP proxy factory should be replaced with HTTP proxy factory:
<mbean
code="org.jboss.tm.usertx.server.ClientUserTransactionService"
name="jboss:service=ClientUserTransaction"
xmbean-dd="resource:xmdesc/ClientUserTransaction-xmbean.xml">
<depends>
<mbean code="org.jboss.invocation.http.server.HttpProxyFactory"
name="jboss:service=proxyFactory,target=ClientUserTransactionFactory">
<attribute name="InvokerName">jboss:service=invoker,type=http</attribute>
<attribute name="JndiName">UserTransactionSessionFactory</attribute>
<attribute name="ExportedInterface">
org.jboss.tm.usertx.interfaces.UserTransactionSessionFactory
</attribute>
<attribute name="ClientInterceptors">
<interceptors>
<interceptor>org.jboss.proxy.ClientMethodInterceptor</interceptor>
<interceptor>org.jboss.invocation.InvokerInterceptor</interceptor>
</interceptors>
</attribute>
<depends>jboss:service=invoker,type=http</depends>
</mbean>
</depends>
<depends optional-attribute-name="TxProxyName">
<mbean code="org.jboss.invocation.http.server.HttpProxyFactory"
name="jboss:service=proxyFactory,target=ClientUserTransaction">
<attribute name="InvokerName">jboss:service=invoker,type=http</attribute>
<attribute name="JndiName"></attribute>
<attribute name="ExportedInterface">
org.jboss.tm.usertx.interfaces.UserTransactionSession
</attribute>
<attribute name="ClientInterceptors">
<interceptors>
<interceptor>org.jboss.proxy.ClientMethodInterceptor</interceptor>
<interceptor>org.jboss.invocation.InvokerInterceptor</interceptor>
</interceptors>
</attribute>
<depends>jboss:service=invoker,type=http</depends>
</mbean>
</depends>
</mbean>

Note that JRMP Proxy factory attributes differ from attributes of HTTP proxy factory.

B.4.4.2. JMX adaptor

The JMX adaptor is adapted for HTTP as following ('deploy/jmx-invoker-service.xml'):


<mbean code="org.jboss.invocation.http.server.HttpProxyFactory"
name="jboss.jmx:type=adaptor,name=Invoker,protocol=http,service=proxyFactory">
<attribute name="InvokerURL">https://www.nuxeo.org/invoker/JMXInvokerServlet</attribute>
<depends optional-attribute-name="InvokerName">jboss.jmx:type=adaptor,name=Invoker</depends>
<attribute name="ExportedInterface">org.jboss.jmx.adaptor.rmi.RMIAdaptor</attribute>
<attribute name="JndiName">jmx/invoker/HttpAdaptor</attribute>
</mbean>

and ('deploy/console-mgr.sar/META-INF/jboss-service.xml'):
<mbean code="org.jboss.console.manager.PluginManager"
name="jboss.admin:service=PluginManager">
<depends>jboss.jmx:type=adaptor,name=Invoker,protocol=http,service=proxyFactory</depends>
<!-- the rest stays intact -->
</mbean>

B.4.4.3. Datasource adaptors

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You need to set the invoker explicitly for all deployed data sources. The element <jmx-invoker-name> should
be added to all <local-tx-datasource> and <xa-datasource> elements. Otherwise the server will complain about
missing JRMP invoker which is used by default:
<datasources>
...
<local-tx-datasource>
<!-- specify explicitly the invoker to use -->
<jmx-invoker-name>jboss:service=invoker,type=https</jmx-invoker-name>
<!-- the rest stays intact -->
...
</local-tx-datasource>
...
</datasources>

B.5. Installing a Subversion client


The official svnbook is a very good reference for both beginners and advanced subversion users.

B.5.1. Generic subversion clients with linux


The Nuxeo EP source repository is a Subversion repository thus you will need a subversion client to access the
source code. Most Linux distributions provide the svn command line tool. To install it under Ubuntu / Debian:
$ sudo apt-get install subversion

Under Fedora Core, this should become:


$ yum install subversion

B.5.2. Windows
For MS Windows, we recommend to use the TortoiseSVN Subversion client. You can also directly use the
Subversion command-line client from Subversion website.

B.6. Installing mercurial


Nuxeo EP source are tracked using Mercurial from Selenic.

B.6.1. Linux
To install the hg command under Ubuntu / Debian :
$ sudo apt-get install mercurial

Under Fedora Core, this should become:


$ yum install mercurial

B.6.2. Windows
For MS Windows, we recommend to use the all in one tortoise bundle provided to you by selenic.

B.6.3. Mac OS

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For Mac OS, our preferred method is to use the darwin ports environment.
$ port install mercurial

B.6.4. Setting a username


If you plan to checkin in nuxeo's hg repositories, you should provide a valid user name. This is achieved by
setting the username property in the .hgrc settings file.

...
[ui]
...
username = firstname lastname <you@your-domain>
...

B.6.5. Activating pre-integrated extensions


You should activate some pre-integrated extensions for working with nuxeo repositories. This is achieved by
adding the following lines to the extensions section of your .hgrc.

...
[extensions]
...
hgext.mq =
hgext.parentrevspec =
hgext.graphlog =
patchbomb =
transplant =
...

B.6.6. Using forest


Nuxeo EP sources are available as a forest (nuxeo-ecm: nuxeo-common, nuxeo-core, ...). You're able to extend
the hg internal commands by installing the hgforest plugin. One way is to clone the forest hg plugin's
repository.
$ hg clone http://hg.akoha.org/hgforest

. The next step is to declare the plugin into you .hgrc file in the extension section.

[extensions]
...
hgext.forest = [your installation path]/forest.py
...

B.7. Chapter Key Point


In this chapter, we learned:
• how to install a Java development environment (JDK) on your machine

• how to install Ant and Maven, two mandatory tools for building and deploying your own projects on top
of the Nuxeo platform

• how to install the JBoss AS 4 application server that will act as a container for the Nuxeo application

• how to install Mercurial and Subversion clients

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Appendix C. Commercial Support
C.1. About Us
The Nuxeo open source ECM platform is developed and published by Nuxeo SA, a company headquartered in
France, with offices around the world.

Through our commercial offer, Nuxeo Connect, we deliver enterprise-grade functional and technical support,
certified software patches and updates, and management tools that assist you during every stage of the
application life-cycle - from design and development, throughout testing and deployment, to operations and
monitoring. Nuxeo Connect helps reduce business and technical risks, increase productivity, speed time to
deployment and improve your success rate for all Nuxeo-based projects.

We're also happy to work with partners, IT Integrators or ISVs, to deliver the best possible applications to
customers.

C.2. Contact information

C.2.1. General
Web: www.nuxeo.com

E-mail: contact@nuxeo.com

C.2.2. Europe
18-20, rue Soleillet

75020 Paris - France

Tel: +33 1 40 33 79 87

Fax: +33 1 43 58 14 15

C.2.3. USA
55 Cambridge Street, Burlington, MA 01803

Tel: +1 781-328-0520

Fax: +1 781-328-0521

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